Kavar Capital Partners Group’s RiverNorth Managed Duration Municipal Income Fund RMM Stock Holding History

Kavar Capital Partners Group’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
2023 Q3	–	Sell	-11,554	Closed	-$175K	–	159
2023 Q2	$175K	Sell	11,554 -875	-7%	-$13.3K	0.04%	144
2023 Q1	$187K	Buy	+12,429	New	+$193K	0.04%	152
2022 Q3	–	Sell	-22,350	Closed	-$353K	–	153
2022 Q2	$353K	Buy	+22,350	New	+$358K	0.08%	127
2022 Q1	–	Sell	-23,100	Closed	-$465K	–	172
2021 Q4	$465K	Hold	23,100	–	–	0.1%	116
2021 Q3	$459K	Buy	+23,100	New	+$486K	0.1%	123
2021 Q1	–	Sell	-24,000	Closed	-$427K	–	150
2020 Q4	$427K	Hold	24,000	–	–	0.12%	111
2020 Q3	$401K	Buy	+24,000	New	+$414K	0.14%	108

Other funds holding RMM

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

Kavar Capital Partners Group's RMM Position: Q3 2023 in Review

Kavar Capital Partners Group sold out of RiverNorth Managed Duration Municipal Income Fund (RMM) in Q3 2023, closing a stake of 11,554 shares — an estimated $175K sold.

Kavar Capital Partners Group first reported a position in RMM in Q3 2020 and held it in 7 quarters. The position peaked at $465K in Q4 2021. 31 funds tracked by Wall St. Rank hold RMM as of Q3 2023.

Kavar Capital Partners Group reported no remaining RiverNorth Managed Duration Municipal Income Fund position as of Q3 2023 after selling out during the quarter.
Kavar Capital Partners Group sold 11,554 RiverNorth Managed Duration Municipal Income Fund shares in Q3 2023, an estimated $175K.
Kavar Capital Partners Group first reported a position in RiverNorth Managed Duration Municipal Income Fund in Q3 2020 and held it in 7 quarters.
Kavar Capital Partners Group's RiverNorth Managed Duration Municipal Income Fund position peaked at $465K in Q4 2021.
31 funds tracked by Wall St. Rank held RiverNorth Managed Duration Municipal Income Fund as of Q3 2023.

Based on Kavar Capital Partners Group's 13F filing for Q3 2023, filed 6 Nov 2023.