JWCA
DMF

J.W. Cole Advisors’s BNY Mellon Municipal Income DMF Stock Holding History

J.W. Cole 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
2020
Q4 		– Sell
-17,500
Closed -$151K – 688
2020
Q3 		$151K Buy
+17,500
New +$150K 0.01% 695

Other funds holding DMF

PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

J.W. Cole Advisors's DMF Position: Q4 2020 in Review

J.W. Cole Advisors sold out of BNY Mellon Municipal Income (DMF) in Q4 2020, closing a stake of 17,500 shares — an estimated $151K sold.

J.W. Cole Advisors first reported a position in DMF in Q3 2020 and held it in 1 quarter. The position peaked at $151K in Q3 2020. 42 funds tracked by Wall St. Rank hold DMF as of Q4 2020.

  • J.W. Cole Advisors reported no remaining BNY Mellon Municipal Income position as of Q4 2020 after selling out during the quarter.
  • J.W. Cole Advisors sold 17,500 BNY Mellon Municipal Income shares in Q4 2020, an estimated $151K.
  • J.W. Cole Advisors first reported a position in BNY Mellon Municipal Income in Q3 2020 and held it in 1 quarter.
  • J.W. Cole Advisors's BNY Mellon Municipal Income position peaked at $151K in Q3 2020.
  • 42 funds tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q4 2020.

Based on J.W. Cole Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.