NFG
RMM

Next Financial Group’s RiverNorth Managed Duration Municipal Income Fund RMM Stock Holding History

Next Financial 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
2021
Q4 		$119K Hold
5,900
– – 0.01% 1084
2021
Q3 		$117K Buy
5,900
+900
+18% +$18.9K 0.01% 1044
2021
Q2 		$101K Buy
+5,000
New +$99.5K 0.01% 1105

Other funds holding RMM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Next Financial Group's RMM Position: Q4 2021 in Review

Next Financial Group held its RiverNorth Managed Duration Municipal Income Fund (RMM) position steady in Q4 2021 at 5,900 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #1084.

Next Financial Group first reported a position in RMM in Q2 2021 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold RMM as of Q4 2021.

  • Next Financial Group held 5,900 shares of RiverNorth Managed Duration Municipal Income Fund worth $119K as of Q4 2021.
  • Next Financial Group left its RiverNorth Managed Duration Municipal Income Fund share count unchanged in Q4 2021.
  • RiverNorth Managed Duration Municipal Income Fund made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1084 holding.
  • Next Financial Group first reported a position in RiverNorth Managed Duration Municipal Income Fund in Q2 2021 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held RiverNorth Managed Duration Municipal Income Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.