IAA
DMF

Independent Advisor Alliance’s BNY Mellon Municipal Income DMF Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-13,121
Closed -$117K – 495
2019
Q4 		$117K Buy
+13,121
New +$117K 0.01% 857

Other funds holding DMF

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Independent Advisor Alliance's DMF Position: Q1 2020 in Review

Independent Advisor Alliance sold out of BNY Mellon Municipal Income (DMF) in Q1 2020, closing a stake of 13,121 shares — an estimated $117K sold.

Independent Advisor Alliance first reported a position in DMF in Q4 2019 and held it in 1 quarter. The position peaked at $117K in Q4 2019. 36 funds tracked by Wall St. Rank hold DMF as of Q1 2020.

  • Independent Advisor Alliance reported no remaining BNY Mellon Municipal Income position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 13,121 BNY Mellon Municipal Income shares in Q1 2020, an estimated $117K.
  • Independent Advisor Alliance first reported a position in BNY Mellon Municipal Income in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's BNY Mellon Municipal Income position peaked at $117K in Q4 2019.
  • 36 funds tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.