Cresset Asset Management’s RiverNorth Managed Duration Municipal Income Fund RMM Stock Holding History

Cresset Asset Management’s Portfolio RMM Stock Details RMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-13,200	Closed	-$212K	–	2129
2024 Q3	$212K	Hold	13,200	–	–	﹤0.01%	1961
2024 Q2	$201K	Hold	13,200	–	–	﹤0.01%	1895
2024 Q1	$198K	Hold	13,200	–	–	﹤0.01%	1778
2023 Q4	$187K	Buy	13,200 +2,549	+24%	+$35.3K	﹤0.01%	1706
2023 Q3	$146K	Buy	+10,651	New	+$162K	﹤0.01%	1678

Other funds holding RMM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Cresset Asset Management's RMM Position: Q4 2024 in Review

Cresset Asset Management sold out of RiverNorth Managed Duration Municipal Income Fund (RMM) in Q4 2024, closing a stake of 13,200 shares — an estimated $212K sold.

Cresset Asset Management first reported a position in RMM in Q3 2023 and held it in 5 quarters. The position peaked at $212K in Q3 2024. 46 funds tracked by Wall St. Rank hold RMM as of Q4 2024.

Cresset Asset Management reported no remaining RiverNorth Managed Duration Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
Cresset Asset Management sold 13,200 RiverNorth Managed Duration Municipal Income Fund shares in Q4 2024, an estimated $212K.
Cresset Asset Management first reported a position in RiverNorth Managed Duration Municipal Income Fund in Q3 2023 and held it in 5 quarters.
Cresset Asset Management's RiverNorth Managed Duration Municipal Income Fund position peaked at $212K in Q3 2024.
46 funds tracked by Wall St. Rank held RiverNorth Managed Duration Municipal Income Fund as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.