HWM
RMM

Howard Wealth Management’s RiverNorth Managed Duration Municipal Income Fund RMM Stock Holding History

Howard Wealth 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
2022
Q4 		– Sell
-28,615
Closed -$418K – 120
2022
Q3 		$418K Buy
28,615
+1,375
+5% +$22.1K 0.3% 69
2022
Q2 		$430K Sell
27,240
-2,710
-9% -$43.4K 0.46% 39
2022
Q1 		$514K Buy
29,950
+3,070
+11% +$55.6K 0.28% 75
2021
Q4 		$541K Buy
26,880
+1,565
+6% +$30.8K 0.29% 76
2021
Q3 		$502K Buy
25,315
+2,815
+13% +$59.2K 0.28% 80
2021
Q2 		$456K Buy
22,500
+3,805
+20% +$75.7K 0.25% 84
2021
Q1 		$347K Buy
18,695
+1,630
+10% +$30.1K 0.2% 92
2020
Q4 		$303K Sell
17,065
-145
-0.8% -$2.5K 0.19% 99
2020
Q3 		$287K Buy
17,210
+810
+5% +$14K 0.2% 97
2020
Q2 		$281K Sell
16,400
-100
-0.6% -$1.71K 0.23% 90
2020
Q1 		$295K Buy
16,500
+8,275
+101% +$161K 0.31% 79
2019
Q4 		$159K Buy
+8,225
New +$163K 0.13% 111

Other funds holding RMM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Howard Wealth Management's RMM Position: Q4 2022 in Review

Howard Wealth Management sold out of RiverNorth Managed Duration Municipal Income Fund (RMM) in Q4 2022, closing a stake of 28,615 shares — an estimated $418K sold.

Howard Wealth Management first reported a position in RMM in Q4 2019 and held it in 12 quarters. The position peaked at $541K in Q4 2021. 33 funds tracked by Wall St. Rank hold RMM as of Q4 2022.

  • Howard Wealth Management reported no remaining RiverNorth Managed Duration Municipal Income Fund position as of Q4 2022 after selling out during the quarter.
  • Howard Wealth Management sold 28,615 RiverNorth Managed Duration Municipal Income Fund shares in Q4 2022, an estimated $418K.
  • Howard Wealth Management first reported a position in RiverNorth Managed Duration Municipal Income Fund in Q4 2019 and held it in 12 quarters.
  • Howard Wealth Management's RiverNorth Managed Duration Municipal Income Fund position peaked at $541K in Q4 2021.
  • 33 funds tracked by Wall St. Rank held RiverNorth Managed Duration Municipal Income Fund as of Q4 2022.

Based on Howard Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.