SFS
DMF

Sowell Financial Services’s BNY Mellon Municipal Income DMF Stock Holding History

Sowell Financial Services’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
2020
Q2 		– Sell
-1,351
Closed -$11K – 2500
2020
Q1 		$11K Hold
1,351
– – ﹤0.01% 1574
2019
Q4 		$12K Hold
1,351
– – ﹤0.01% 1617
2019
Q3 		$13K Buy
+1,351
New +$12.1K ﹤0.01% 1431

Other funds holding DMF

GC
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PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Sowell Financial Services's DMF Position: Q2 2020 in Review

Sowell Financial Services sold out of BNY Mellon Municipal Income (DMF) in Q2 2020, closing a stake of 1,351 shares — an estimated $11K sold.

Sowell Financial Services first reported a position in DMF in Q3 2019 and held it in 3 quarters. The position peaked at $13K in Q3 2019. 35 funds tracked by Wall St. Rank hold DMF as of Q2 2020.

  • Sowell Financial Services reported no remaining BNY Mellon Municipal Income position as of Q2 2020 after selling out during the quarter.
  • Sowell Financial Services sold 1,351 BNY Mellon Municipal Income shares in Q2 2020, an estimated $11K.
  • Sowell Financial Services first reported a position in BNY Mellon Municipal Income in Q3 2019 and held it in 3 quarters.
  • Sowell Financial Services's BNY Mellon Municipal Income position peaked at $13K in Q3 2019.
  • 35 funds tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q2 2020.

Based on Sowell Financial Services's 13F filing for Q2 2020, filed 13 Aug 2020.