FAIM
DMF

Financial Advocates Investment Management’s BNY Mellon Municipal Income DMF Stock Holding History

Financial Advocates Investment 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
2023
Q2 		– Sell
-17,166
Closed -$111K – 708
2023
Q1 		$111K Buy
17,166
+1,717
+11% +$11K 0.01% 708
2022
Q4 		$96.7K Buy
+15,449
New +$95.5K 0.01% 722
2020
Q3 		– Sell
-37,400
Closed -$311K – 637
2020
Q2 		$311K Buy
+37,400
New +$311K 0.03% 461

Other funds holding DMF

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return

Financial Advocates Investment Management's DMF Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of BNY Mellon Municipal Income (DMF) in Q2 2023, closing a stake of 17,166 shares — an estimated $111K sold.

Financial Advocates Investment Management first reported a position in DMF in Q2 2020 and held it in 3 quarters. The position peaked at $311K in Q2 2020. 54 funds tracked by Wall St. Rank hold DMF as of Q2 2023.

  • Financial Advocates Investment Management reported no remaining BNY Mellon Municipal Income position as of Q2 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 17,166 BNY Mellon Municipal Income shares in Q2 2023, an estimated $111K.
  • Financial Advocates Investment Management first reported a position in BNY Mellon Municipal Income in Q2 2020 and held it in 3 quarters.
  • Financial Advocates Investment Management's BNY Mellon Municipal Income position peaked at $311K in Q2 2020.
  • 54 funds tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.