Envestnet Asset Management
RMM

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

Envestnet 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
-10,406
Closed -$167K – 4377
2024
Q3 		$167K Buy
+10,406
New +$162K ﹤0.01% 4052
2022
Q2 		– Sell
-21,251
Closed -$365K – 4042
2022
Q1 		$365K Buy
+21,251
New +$385K ﹤0.01% 3332

Other funds holding RMM

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SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
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

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

Envestnet Asset Management sold out of RiverNorth Managed Duration Municipal Income Fund (RMM) in Q4 2024, closing a stake of 10,406 shares — an estimated $167K sold.

Envestnet Asset Management first reported a position in RMM in Q1 2022 and held it in 2 quarters. The position peaked at $365K in Q1 2022. 46 funds tracked by Wall St. Rank hold RMM as of Q4 2024.

  • Envestnet Asset Management reported no remaining RiverNorth Managed Duration Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 10,406 RiverNorth Managed Duration Municipal Income Fund shares in Q4 2024, an estimated $167K.
  • Envestnet Asset Management first reported a position in RiverNorth Managed Duration Municipal Income Fund in Q1 2022 and held it in 2 quarters.
  • Envestnet Asset Management's RiverNorth Managed Duration Municipal Income Fund position peaked at $365K in Q1 2022.
  • 46 funds tracked by Wall St. Rank held RiverNorth Managed Duration Municipal Income Fund as of Q4 2024.

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