BRWA
DMF

B. Riley Wealth Advisors’s BNY Mellon Municipal Income DMF Stock Holding History

B. Riley Wealth Advisors’s Portfolio DMF Stock Details DMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,000
Closed -$19 – 908
2014
Q4 		$19 Buy
+2,000
New +$18.8K ﹤0.01% 2564

Other funds holding DMF

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ICOA
Investment Centers of America Bismarck, North Dakota $712K AUM 15.54% 1-Year Est. Return

B. Riley Wealth Advisors's DMF Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of BNY Mellon Municipal Income (DMF) in Q1 2015, closing a stake of 2,000 shares — an estimated $19 sold.

B. Riley Wealth Advisors first reported a position in DMF in Q4 2014 and held it in 1 quarter. The position peaked at $19 in Q4 2014. 29 funds tracked by Wall St. Rank hold DMF as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining BNY Mellon Municipal Income position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,000 BNY Mellon Municipal Income shares in Q1 2015, an estimated $19.
  • B. Riley Wealth Advisors first reported a position in BNY Mellon Municipal Income in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's BNY Mellon Municipal Income position peaked at $19 in Q4 2014.
  • 29 funds tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.