Koshinski Asset Management
DMF

Koshinski Asset Management’s BNY Mellon Municipal Income DMF Stock Holding History

Koshinski Asset Management’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
2019
Q3 		– Sell
-23,310
Closed -$199K – 178
2019
Q2 		$199K Hold
23,310
– – 0.08% 261
2019
Q1 		$196K Buy
23,310
+6,000
+35% +$48.4K 0.05% 370
2018
Q4 		$132K Hold
17,310
– – 0.03% 387
2018
Q3 		$136K Buy
+17,310
New +$139K 0.02% 509
2016
Q3 		– Sell
-20,825
Closed -$208K – 289
2016
Q2 		$208K Sell
20,825
-5,420
-21% -$53.3K 0.11% 242
2016
Q1 		$254K Sell
26,245
-33,131
-56% -$314K 0.16% 182
2015
Q4 		$561K Sell
59,376
-4,140
-7% -$39.1K 0.39% 81
2015
Q3 		$567K Buy
63,516
+373
+0.6% +$3.37K 0.36% 86
2015
Q2 		$563K Buy
63,143
+343
+0.5% +$3.22K 0.36% 86
2015
Q1 		$606K Sell
62,800
-387
-0.6% -$3.74K 0.39% 71
2014
Q4 		$608K Buy
+63,187
New +$593K 0.34% 83

Other funds holding DMF

MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Koshinski Asset Management's DMF Position: Q3 2019 in Review

Koshinski Asset Management sold out of BNY Mellon Municipal Income (DMF) in Q3 2019, closing a stake of 23,310 shares — an estimated $199K sold.

Koshinski Asset Management first reported a position in DMF in Q4 2014 and held it in 11 quarters. The position peaked at $608K in Q4 2014. 34 funds tracked by Wall St. Rank hold DMF as of Q3 2019.

  • Koshinski Asset Management reported no remaining BNY Mellon Municipal Income position as of Q3 2019 after selling out during the quarter.
  • Koshinski Asset Management sold 23,310 BNY Mellon Municipal Income shares in Q3 2019, an estimated $199K.
  • Koshinski Asset Management first reported a position in BNY Mellon Municipal Income in Q4 2014 and held it in 11 quarters.
  • Koshinski Asset Management's BNY Mellon Municipal Income position peaked at $608K in Q4 2014.
  • 34 funds tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q3 2019.

Based on Koshinski Asset Management's 13F filing for Q3 2019, filed 30 Oct 2019.