DWM
FMN

Dakota Wealth Management’s Federated Hermes Premier Municipal Income Fund FMN Stock Holding History

Dakota Wealth Management’s Portfolio FMN Stock Details FMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-11,024
Closed -$151K – 319
2019
Q2 		$151K Hold
11,024
– – 0.03% 276
2019
Q1 		$148K Hold
11,024
– – 0.03% 291
2018
Q4 		$136K Buy
+11,024
New +$136K 0.03% 270

Other funds holding FMN

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KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

Dakota Wealth Management's FMN Position: Q3 2019 in Review

Dakota Wealth Management sold out of Federated Hermes Premier Municipal Income Fund (FMN) in Q3 2019, closing a stake of 11,024 shares — an estimated $151K sold.

Dakota Wealth Management first reported a position in FMN in Q4 2018 and held it in 3 quarters. The position peaked at $151K in Q2 2019. 43 funds tracked by Wall St. Rank hold FMN as of Q3 2019.

  • Dakota Wealth Management reported no remaining Federated Hermes Premier Municipal Income Fund position as of Q3 2019 after selling out during the quarter.
  • Dakota Wealth Management sold 11,024 Federated Hermes Premier Municipal Income Fund shares in Q3 2019, an estimated $151K.
  • Dakota Wealth Management first reported a position in Federated Hermes Premier Municipal Income Fund in Q4 2018 and held it in 3 quarters.
  • Dakota Wealth Management's Federated Hermes Premier Municipal Income Fund position peaked at $151K in Q2 2019.
  • 43 funds tracked by Wall St. Rank held Federated Hermes Premier Municipal Income Fund as of Q3 2019.

Based on Dakota Wealth Management's 13F filing for Q3 2019, filed 14 Nov 2019.