SWM
RMM

Spire Wealth Management’s RiverNorth Managed Duration Municipal Income Fund RMM Stock Holding History

Spire Wealth Management’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
2022
Q3 		– Sell
-600
Closed -$9K – 2528
2022
Q2 		$9K Buy
+600
New +$9.6K ﹤0.01% 1961

Other funds holding RMM

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return

Spire Wealth Management's RMM Position: Q3 2022 in Review

Spire Wealth Management sold out of RiverNorth Managed Duration Municipal Income Fund (RMM) in Q3 2022, closing a stake of 600 shares — an estimated $9K sold.

Spire Wealth Management first reported a position in RMM in Q2 2022 and held it in 1 quarter. The position peaked at $9K in Q2 2022. 28 funds tracked by Wall St. Rank hold RMM as of Q3 2022.

  • Spire Wealth Management reported no remaining RiverNorth Managed Duration Municipal Income Fund position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 600 RiverNorth Managed Duration Municipal Income Fund shares in Q3 2022, an estimated $9K.
  • Spire Wealth Management first reported a position in RiverNorth Managed Duration Municipal Income Fund in Q2 2022 and held it in 1 quarter.
  • Spire Wealth Management's RiverNorth Managed Duration Municipal Income Fund position peaked at $9K in Q2 2022.
  • 28 funds tracked by Wall St. Rank held RiverNorth Managed Duration Municipal Income Fund as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.