CPIG
DMF

Chicago Partners Investment Group’s BNY Mellon Municipal Income DMF Stock Holding History

Chicago Partners Investment Group’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
2018
Q4 		– Sell
-2,350
Closed -$18K – 475
2018
Q3 		$18K Hold
2,350
– – ﹤0.01% 702
2018
Q2 		$19K Hold
2,350
– – ﹤0.01% 670
2018
Q1 		$19K Hold
2,350
– – ﹤0.01% 646
2017
Q4 		$21K Buy
+2,350
New +$21.1K ﹤0.01% 603

Other funds holding DMF

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

Chicago Partners Investment Group's DMF Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of BNY Mellon Municipal Income (DMF) in Q4 2018, closing a stake of 2,350 shares — an estimated $18K sold.

Chicago Partners Investment Group first reported a position in DMF in Q4 2017 and held it in 4 quarters. The position peaked at $21K in Q4 2017. 54 funds tracked by Wall St. Rank hold DMF as of Q4 2018.

  • Chicago Partners Investment Group reported no remaining BNY Mellon Municipal Income position as of Q4 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 2,350 BNY Mellon Municipal Income shares in Q4 2018, an estimated $18K.
  • Chicago Partners Investment Group first reported a position in BNY Mellon Municipal Income in Q4 2017 and held it in 4 quarters.
  • Chicago Partners Investment Group's BNY Mellon Municipal Income position peaked at $21K in Q4 2017.
  • 54 funds tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.