NFSG
DMF

Newbridge Financial Services Group’s BNY Mellon Municipal Income DMF Stock Holding History

Newbridge Financial Services Group’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
2021
Q3 		– Sell
-3,600
Closed -$34K – 1441
2021
Q2 		$34K Hold
3,600
– – 0.02% 560
2021
Q1 		$32K Hold
3,600
– – 0.02% 544
2020
Q4 		$32K Hold
3,600
– – 0.03% 430
2020
Q3 		$31K Buy
+3,600
New +$30.8K 0.03% 395

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GC
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UBS Group
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VanEck Associates
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Newbridge Financial Services Group's DMF Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of BNY Mellon Municipal Income (DMF) in Q3 2021, closing a stake of 3,600 shares — an estimated $34K sold.

Newbridge Financial Services Group first reported a position in DMF in Q3 2020 and held it in 4 quarters. The position peaked at $34K in Q2 2021. 44 funds tracked by Wall St. Rank hold DMF as of Q3 2021.

  • Newbridge Financial Services Group reported no remaining BNY Mellon Municipal Income position as of Q3 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 3,600 BNY Mellon Municipal Income shares in Q3 2021, an estimated $34K.
  • Newbridge Financial Services Group first reported a position in BNY Mellon Municipal Income in Q3 2020 and held it in 4 quarters.
  • Newbridge Financial Services Group's BNY Mellon Municipal Income position peaked at $34K in Q2 2021.
  • 44 funds tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.