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

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 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.