Shulman DeMeo Asset Management’s BNY Mellon Municipal Income DMF Stock Holding History

Shulman DeMeo Asset 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
2019 Q3	–	Sell	-37,035	Closed	-$316K	–	135
2019 Q2	$316K	Sell	37,035 -889	-2%	-$7.5K	0.12%	87
2019 Q1	$319K	Sell	37,924 -702	-2%	-$5.66K	0.12%	81
2018 Q4	$294K	Buy	+38,626	New	+$295K	0.16%	47

Other funds holding DMF

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

KIM

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

CIA

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Shulman DeMeo Asset Management's DMF Position: Q3 2019 in Review

Shulman DeMeo Asset Management sold out of BNY Mellon Municipal Income (DMF) in Q3 2019, closing a stake of 37,035 shares — an estimated $316K sold.

Shulman DeMeo Asset Management first reported a position in DMF in Q4 2018 and held it in 3 quarters. The position peaked at $319K in Q1 2019. 34 funds tracked by Wall St. Rank hold DMF as of Q3 2019.

Shulman DeMeo Asset Management reported no remaining BNY Mellon Municipal Income position as of Q3 2019 after selling out during the quarter.
Shulman DeMeo Asset Management sold 37,035 BNY Mellon Municipal Income shares in Q3 2019, an estimated $316K.
Shulman DeMeo Asset Management first reported a position in BNY Mellon Municipal Income in Q4 2018 and held it in 3 quarters.
Shulman DeMeo Asset Management's BNY Mellon Municipal Income position peaked at $319K in Q1 2019.
34 funds tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q3 2019.

Based on Shulman DeMeo Asset Management's 13F filing for Q3 2019, filed 30 Oct 2019.