IA
DMF

IFP Advisors’s BNY Mellon Municipal Income DMF Stock Holding History

IFP Advisors’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
Q1 		– Sell
-39
Closed -$1K – 3629
2022
Q4 		$1K Hold
39
– – ﹤0.01% 4320
2022
Q3 		$1K Buy
+39
New +$264 ﹤0.01% 4531
2018
Q3 		– Sell
-5,152
Closed -$42K – 3864
2018
Q2 		$42K Sell
5,152
-1,200
-19% -$9.68K ﹤0.01% 2024
2018
Q1 		$56K Hold
6,352
– – ﹤0.01% 1742
2017
Q4 		$56K Hold
6,352
– – ﹤0.01% 1759
2017
Q3 		$58K Hold
6,352
– – ﹤0.01% 1898
2017
Q2 		$57K Hold
6,352
– – ﹤0.01% 1878
2017
Q1 		$57K Sell
6,352
-2,800
-31% -$24.9K ﹤0.01% 1842
2016
Q4 		$79K Sell
9,152
-10,916
-54% -$97K ﹤0.01% 1591
2016
Q3 		$193K Hold
20,068
– – 0.01% 1021
2016
Q2 		$201K Buy
+20,068
New +$197K 0.01% 966
2016
Q1 		– Sell
-18,226
Closed -$172K – 2603
2015
Q4 		$172K Buy
+18,226
New +$172K 0.01% 902

Other funds holding DMF

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

IFP Advisors's DMF Position: Q1 2023 in Review

IFP Advisors sold out of BNY Mellon Municipal Income (DMF) in Q1 2023, closing a stake of 39 shares — an estimated $1K sold.

IFP Advisors first reported a position in DMF in Q4 2015 and held it in 12 quarters. The position peaked at $201K in Q2 2016. 50 funds tracked by Wall St. Rank hold DMF as of Q1 2023.

  • IFP Advisors reported no remaining BNY Mellon Municipal Income position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 39 BNY Mellon Municipal Income shares in Q1 2023, an estimated $1K.
  • IFP Advisors first reported a position in BNY Mellon Municipal Income in Q4 2015 and held it in 12 quarters.
  • IFP Advisors's BNY Mellon Municipal Income position peaked at $201K in Q2 2016.
  • 50 funds tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.