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 $2.76B AUM 2.8% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 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.