Parallel Advisors’s RiverNorth Managed Duration Municipal Income Fund RMM Stock Holding History

Parallel Advisors’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
2024 Q2	–	Sell	-2,071	Closed	-$31K	–	3404
2024 Q1	$31K	Sell	2,071 -2,350	-53%	-$35.1K	﹤0.01%	1737
2023 Q4	$62.7K	Buy	4,421 +425	+11%	+$5.88K	﹤0.01%	1336
2023 Q3	$54.8K	Buy	3,996 +625	+19%	+$9.48K	﹤0.01%	1349
2023 Q2	$51K	Buy	3,371 +650	+24%	+$9.91K	﹤0.01%	1393
2023 Q1	$41K	Buy	+2,721	New	+$42.2K	﹤0.01%	1479

Other funds holding RMM

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 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

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

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

PMG

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RCM

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

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Parallel Advisors's RMM Position: Q2 2024 in Review

Parallel Advisors sold out of RiverNorth Managed Duration Municipal Income Fund (RMM) in Q2 2024, closing a stake of 2,071 shares — an estimated $31K sold.

Parallel Advisors first reported a position in RMM in Q1 2023 and held it in 5 quarters. The position peaked at $62.7K in Q4 2023. 43 funds tracked by Wall St. Rank hold RMM as of Q2 2024.

Parallel Advisors reported no remaining RiverNorth Managed Duration Municipal Income Fund position as of Q2 2024 after selling out during the quarter.
Parallel Advisors sold 2,071 RiverNorth Managed Duration Municipal Income Fund shares in Q2 2024, an estimated $31K.
Parallel Advisors first reported a position in RiverNorth Managed Duration Municipal Income Fund in Q1 2023 and held it in 5 quarters.
Parallel Advisors's RiverNorth Managed Duration Municipal Income Fund position peaked at $62.7K in Q4 2023.
43 funds tracked by Wall St. Rank held RiverNorth Managed Duration Municipal Income Fund as of Q2 2024.

Based on Parallel Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.