BBPWM
DMF

Blue Bell Private Wealth Management’s BNY Mellon Municipal Income DMF Stock Holding History

Blue Bell Private Wealth Management’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
2024
Q4 		– Sell
-6,877
Closed -$50.3K – 682
2024
Q3 		$50.3K Sell
6,877
-10,475
-60% -$76.3K 0.01% 363
2024
Q2 		$125K Sell
17,352
-2,375
-12% -$16.2K 0.03% 250
2024
Q1 		$135K Buy
19,727
+14,517
+279% +$96.2K 0.03% 230
2023
Q4 		$33.9K Buy
+5,210
New +$31.1K 0.01% 371

Other funds holding DMF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Blue Bell Private Wealth Management's DMF Position: Q4 2024 in Review

Blue Bell Private Wealth Management sold out of BNY Mellon Municipal Income (DMF) in Q4 2024, closing a stake of 6,877 shares — an estimated $50.3K sold.

Blue Bell Private Wealth Management first reported a position in DMF in Q4 2023 and held it in 4 quarters. The position peaked at $135K in Q1 2024. 40 funds tracked by Wall St. Rank hold DMF as of Q4 2024.

  • Blue Bell Private Wealth Management reported no remaining BNY Mellon Municipal Income position as of Q4 2024 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 6,877 BNY Mellon Municipal Income shares in Q4 2024, an estimated $50.3K.
  • Blue Bell Private Wealth Management first reported a position in BNY Mellon Municipal Income in Q4 2023 and held it in 4 quarters.
  • Blue Bell Private Wealth Management's BNY Mellon Municipal Income position peaked at $135K in Q1 2024.
  • 40 funds tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q4 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.