Pathstone Family Office
DMF

Pathstone Family Office’s BNY Mellon Municipal Income DMF Stock Holding History

Pathstone Family Office’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
2013
Q4 		– Sell
-1,463
Closed -$14K – 237
2013
Q3 		$14K Buy
+1,463
New +$12.5K 0.06% 156

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Pathstone Family Office's DMF Position: Q4 2013 in Review

Pathstone Family Office sold out of BNY Mellon Municipal Income (DMF) in Q4 2013, closing a stake of 1,463 shares — an estimated $14K sold.

Pathstone Family Office first reported a position in DMF in Q3 2013 and held it in 1 quarter. The position peaked at $14K in Q3 2013. 36 funds tracked by Wall St. Rank hold DMF as of Q4 2013.

  • Pathstone Family Office reported no remaining BNY Mellon Municipal Income position as of Q4 2013 after selling out during the quarter.
  • Pathstone Family Office sold 1,463 BNY Mellon Municipal Income shares in Q4 2013, an estimated $14K.
  • Pathstone Family Office first reported a position in BNY Mellon Municipal Income in Q3 2013 and held it in 1 quarter.
  • Pathstone Family Office's BNY Mellon Municipal Income position peaked at $14K in Q3 2013.
  • 36 funds tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q4 2013.

Based on Pathstone Family Office's 13F filing for Q4 2013, filed 4 Feb 2014.