SS
DMF

Simplicity Solutions’s BNY Mellon Municipal Income DMF Stock Holding History

Simplicity Solutions’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
2023
Q1 		– Sell
-11,099
Closed -$69.5K – 1182
2022
Q4 		$69.5K Buy
11,099
+45
+0.4% +$278 0.01% 648
2022
Q3 		$66K Buy
+11,054
New +$74.9K 0.01% 621

Other funds holding DMF

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Simplicity Solutions's DMF Position: Q1 2023 in Review

Simplicity Solutions sold out of BNY Mellon Municipal Income (DMF) in Q1 2023, closing a stake of 11,099 shares — an estimated $69.5K sold.

Simplicity Solutions first reported a position in DMF in Q3 2022 and held it in 2 quarters. The position peaked at $69.5K in Q4 2022. 50 funds tracked by Wall St. Rank hold DMF as of Q1 2023.

  • Simplicity Solutions reported no remaining BNY Mellon Municipal Income position as of Q1 2023 after selling out during the quarter.
  • Simplicity Solutions sold 11,099 BNY Mellon Municipal Income shares in Q1 2023, an estimated $69.5K.
  • Simplicity Solutions first reported a position in BNY Mellon Municipal Income in Q3 2022 and held it in 2 quarters.
  • Simplicity Solutions's BNY Mellon Municipal Income position peaked at $69.5K in Q4 2022.
  • 50 funds tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q1 2023.

Based on Simplicity Solutions's 13F filing for Q1 2023, filed 27 Apr 2023.