Cetera Advisor Networks
DMF

Cetera Advisor Networks’s BNY Mellon Municipal Income DMF Stock Holding History

Cetera Advisor Networks’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
2014
Q1 		– Sell
-24,211
Closed -$205K – 788
2013
Q4 		$205K Hold
24,211
– – 0.02% 684
2013
Q3 		$210K Hold
24,211
– – 0.02% 615
2013
Q2 		$226K Buy
+24,211
New +$248K 0.02% 517

Other funds holding DMF

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Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Horizon Kinetics
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
ProVise Management Group
ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Beta Wealth Group
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Advisor Networks's DMF Position: Q1 2014 in Review

Cetera Advisor Networks sold out of BNY Mellon Municipal Income (DMF) in Q1 2014, closing a stake of 24,211 shares — an estimated $205K sold.

Cetera Advisor Networks first reported a position in DMF in Q2 2013 and held it in 3 quarters. The position peaked at $226K in Q2 2013. 32 funds tracked by Wall St. Rank hold DMF as of Q1 2014.

  • Cetera Advisor Networks reported no remaining BNY Mellon Municipal Income position as of Q1 2014 after selling out during the quarter.
  • Cetera Advisor Networks sold 24,211 BNY Mellon Municipal Income shares in Q1 2014, an estimated $205K.
  • Cetera Advisor Networks first reported a position in BNY Mellon Municipal Income in Q2 2013 and held it in 3 quarters.
  • Cetera Advisor Networks's BNY Mellon Municipal Income position peaked at $226K in Q2 2013.
  • 32 funds tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q1 2014.

Based on Cetera Advisor Networks's 13F filing for Q1 2014, filed 15 May 2014.