Gradient Investments’s BNY Mellon Municipal Income DMF Stock Holding History

Gradient Investments’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
2021 Q2	–	Sell	-1,432	Closed	-$13K	–	1174
2021 Q1	$13K	Hold	1,432	–	–	﹤0.01%	704
2020 Q4	$12K	Hold	1,432	–	–	﹤0.01%	659
2020 Q3	$12K	Hold	1,432	–	–	﹤0.01%	663
2020 Q2	$12K	Hold	1,432	–	–	﹤0.01%	613
2020 Q1	$12K	Hold	1,432	–	–	﹤0.01%	611
2019 Q4	$13K	Hold	1,432	–	–	﹤0.01%	636
2019 Q3	$13K	Hold	1,432	–	–	﹤0.01%	605
2019 Q2	$12K	Buy	+1,432	New	+$12.1K	﹤0.01%	604
2015 Q1	–	Sell	-376	Closed	-$4K	–	655
2014 Q4	$4K	Buy	+376	New	+$3.53K	﹤0.01%	425

Other funds holding DMF

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gradient Investments's DMF Position: Q2 2021 in Review

Gradient Investments sold out of BNY Mellon Municipal Income (DMF) in Q2 2021, closing a stake of 1,432 shares — an estimated $13K sold.

Gradient Investments first reported a position in DMF in Q4 2014 and held it in 9 quarters. The position peaked at $13K in Q1 2021. 46 funds tracked by Wall St. Rank hold DMF as of Q2 2021.

Gradient Investments reported no remaining BNY Mellon Municipal Income position as of Q2 2021 after selling out during the quarter.
Gradient Investments sold 1,432 BNY Mellon Municipal Income shares in Q2 2021, an estimated $13K.
Gradient Investments first reported a position in BNY Mellon Municipal Income in Q4 2014 and held it in 9 quarters.
Gradient Investments's BNY Mellon Municipal Income position peaked at $13K in Q1 2021.
46 funds tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q2 2021.

Based on Gradient Investments's 13F filing for Q2 2021, filed 12 Jul 2021.