Northwestern Mutual Wealth Management’s BNY Mellon Municipal Income DMF Stock Holding History

Northwestern Mutual Wealth 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
2021 Q2	–	Sell	-900	Closed	-$8K	–	3041
2021 Q1	$8K	Hold	900	–	–	﹤0.01%	2339
2020 Q4	$8K	Buy	+900	New	+$7.7K	﹤0.01%	2256
2020 Q3	–	Sell	-3,467	Closed	-$29K	–	2560
2020 Q2	$29K	Buy	+3,467	New	+$28.8K	﹤0.01%	1610
2019 Q3	–	Sell	-5,112	Closed	-$44K	–	2496
2019 Q2	$44K	Hold	5,112	–	–	﹤0.01%	1434
2019 Q1	$43K	Hold	5,112	–	–	﹤0.01%	1415
2018 Q4	$39K	Hold	5,112	–	–	﹤0.01%	1342
2018 Q3	$40K	Buy	+5,112	New	+$41.1K	﹤0.01%	1398
2017 Q4	–	Sell	-4,500	Closed	-$41K	–	2326
2017 Q3	$41K	Buy	+4,500	New	+$41.3K	﹤0.01%	1197

Other funds holding DMF

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

Northwestern Mutual Wealth Management's DMF Position: Q2 2021 in Review

Northwestern Mutual Wealth Management sold out of BNY Mellon Municipal Income (DMF) in Q2 2021, closing a stake of 900 shares — an estimated $8K sold.

Northwestern Mutual Wealth Management first reported a position in DMF in Q3 2017 and held it in 8 quarters. The position peaked at $44K in Q2 2019. 46 funds tracked by Wall St. Rank hold DMF as of Q2 2021.

Northwestern Mutual Wealth Management reported no remaining BNY Mellon Municipal Income position as of Q2 2021 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 900 BNY Mellon Municipal Income shares in Q2 2021, an estimated $8K.
Northwestern Mutual Wealth Management first reported a position in BNY Mellon Municipal Income in Q3 2017 and held it in 8 quarters.
Northwestern Mutual Wealth Management's BNY Mellon Municipal Income position peaked at $44K in Q2 2019.
46 funds tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q2 2021.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.