GSC
DMF

Ground Swell Capital’s BNY Mellon Municipal Income DMF Stock Holding History

Ground Swell Capital’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
2014
Q3 		$2K Buy
+200
New +$1.83K ﹤0.01% 1877

Other funds holding DMF

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ground Swell Capital's DMF Position: Q3 2014 in Review

Ground Swell Capital opened a new position in BNY Mellon Municipal Income (DMF) in Q3 2014: 200 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1877 among its holdings.

33 funds tracked by Wall St. Rank hold DMF as of Q3 2014.

  • Ground Swell Capital held 200 shares of BNY Mellon Municipal Income worth $2K as of Q3 2014.
  • BNY Mellon Municipal Income was a new Ground Swell Capital position in Q3 2014.
  • BNY Mellon Municipal Income made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1877 holding.
  • 33 funds tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.