FM
DMA

Family Management’s Destra Multi-Alternative Fund DMA Stock Holding History

Family Management’s Portfolio DMA Stock Details DMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-62,466
Closed -$504K – 195
2024
Q2 		$504K Sell
62,466
-5,497
-8% -$40.7K 0.09% 100
2024
Q1 		$531K Sell
67,963
-3,395
-5% -$24.5K 0.1% 95
2023
Q4 		$445K Sell
71,358
-1,777
-2% -$11K 0.09% 96
2023
Q3 		$437K Buy
+73,135
New +$401K 0.1% 79

Other funds holding DMA

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Family Management's DMA Position: Q3 2024 in Review

Family Management sold out of Destra Multi-Alternative Fund (DMA) in Q3 2024, closing a stake of 62,466 shares — an estimated $504K sold.

Family Management first reported a position in DMA in Q3 2023 and held it in 4 quarters. The position peaked at $531K in Q1 2024. 18 funds tracked by Wall St. Rank hold DMA as of Q3 2024.

  • Family Management reported no remaining Destra Multi-Alternative Fund position as of Q3 2024 after selling out during the quarter.
  • Family Management sold 62,466 Destra Multi-Alternative Fund shares in Q3 2024, an estimated $504K.
  • Family Management first reported a position in Destra Multi-Alternative Fund in Q3 2023 and held it in 4 quarters.
  • Family Management's Destra Multi-Alternative Fund position peaked at $531K in Q1 2024.
  • 18 funds tracked by Wall St. Rank held Destra Multi-Alternative Fund as of Q3 2024.

Based on Family Management's 13F filing for Q3 2024, filed 14 Nov 2024.