DWM
DMF

Doyle Wealth Management’s BNY Mellon Municipal Income DMF Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-1,248
Closed -$11K – 328
2019
Q2 		$11K Buy
+1,248
New +$10.5K ﹤0.01% 608
2019
Q1 		– Sell
-1,224
Closed -$9K – 318
2018
Q4 		$9K Buy
+1,224
New +$9.35K ﹤0.01% 636

Other funds holding DMF

MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Doyle Wealth Management's DMF Position: Q3 2019 in Review

Doyle Wealth Management sold out of BNY Mellon Municipal Income (DMF) in Q3 2019, closing a stake of 1,248 shares — an estimated $11K sold.

Doyle Wealth Management first reported a position in DMF in Q4 2018 and held it in 2 quarters. The position peaked at $11K in Q2 2019. 34 funds tracked by Wall St. Rank hold DMF as of Q3 2019.

  • Doyle Wealth Management reported no remaining BNY Mellon Municipal Income position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 1,248 BNY Mellon Municipal Income shares in Q3 2019, an estimated $11K.
  • Doyle Wealth Management first reported a position in BNY Mellon Municipal Income in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's BNY Mellon Municipal Income position peaked at $11K in Q2 2019.
  • 34 funds tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.