Pinnacle Wealth Planning Services’s RiverNorth Managed Duration Municipal Income Fund RMM Stock Holding History

Pinnacle Wealth Planning Services’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 Q1	–	Sell	-404	Closed	-$7K	–	1611
2020 Q4	$7K	Buy	+404	New	+$6.97K	﹤0.01%	1544

Other funds holding RMM

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RCM

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Pinnacle Wealth Planning Services's RMM Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of RiverNorth Managed Duration Municipal Income Fund (RMM) in Q1 2021, closing a stake of 404 shares — an estimated $7K sold.

Pinnacle Wealth Planning Services first reported a position in RMM in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 29 funds tracked by Wall St. Rank hold RMM as of Q1 2021.

Pinnacle Wealth Planning Services reported no remaining RiverNorth Managed Duration Municipal Income Fund position as of Q1 2021 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 404 RiverNorth Managed Duration Municipal Income Fund shares in Q1 2021, an estimated $7K.
Pinnacle Wealth Planning Services first reported a position in RiverNorth Managed Duration Municipal Income Fund in Q4 2020 and held it in 1 quarter.
Pinnacle Wealth Planning Services's RiverNorth Managed Duration Municipal Income Fund position peaked at $7K in Q4 2020.
29 funds tracked by Wall St. Rank held RiverNorth Managed Duration Municipal Income Fund as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.