CBFP
DMF

Cedar Brook Financial Partners’s BNY Mellon Municipal Income DMF Stock Holding History

Cedar Brook Financial Partners’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
2023
Q4 		– Sell
-10,352
Closed -$58.7K – 423
2023
Q3 		$58.7K Hold
10,352
– – 0.02% 375
2023
Q2 		$65.1K Hold
10,352
– – 0.02% 399
2023
Q1 		$67.2K Hold
10,352
– – 0.02% 385
2022
Q4 		$64.8K Hold
10,352
– – 0.02% 368
2022
Q3 		$62.2K Hold
10,352
– – 0.02% 345
2022
Q2 		$70K Hold
10,352
– – 0.02% 336
2022
Q1 		$79K Hold
10,352
– – 0.02% 373
2021
Q4 		$91K Hold
10,352
– – 0.02% 373
2021
Q3 		$100K Hold
10,352
– – 0.03% 339
2021
Q2 		$96K Buy
+10,352
New +$93.9K 0.03% 364

Other funds holding DMF

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

Cedar Brook Financial Partners's DMF Position: Q4 2023 in Review

Cedar Brook Financial Partners sold out of BNY Mellon Municipal Income (DMF) in Q4 2023, closing a stake of 10,352 shares — an estimated $58.7K sold.

Cedar Brook Financial Partners first reported a position in DMF in Q2 2021 and held it in 10 quarters. The position peaked at $100K in Q3 2021. 50 funds tracked by Wall St. Rank hold DMF as of Q4 2023.

  • Cedar Brook Financial Partners reported no remaining BNY Mellon Municipal Income position as of Q4 2023 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 10,352 BNY Mellon Municipal Income shares in Q4 2023, an estimated $58.7K.
  • Cedar Brook Financial Partners first reported a position in BNY Mellon Municipal Income in Q2 2021 and held it in 10 quarters.
  • Cedar Brook Financial Partners's BNY Mellon Municipal Income position peaked at $100K in Q3 2021.
  • 50 funds tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q4 2023.

Based on Cedar Brook Financial Partners's 13F filing for Q4 2023, filed 12 Jan 2024.