SWP
DMF

Stratos Wealth Partners’s BNY Mellon Municipal Income DMF Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-152
Closed -$1K – 1208
2018
Q3 		$1K Buy
+152
New +$1.22K ﹤0.01% 2813
2018
Q2 		– Sell
-152
Closed -$1K – 1346
2018
Q1 		$1K Hold
152
– – ﹤0.01% 2970
2017
Q4 		$1K Buy
+152
New +$1.36K ﹤0.01% 2696

Other funds holding DMF

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

Stratos Wealth Partners's DMF Position: Q4 2018 in Review

Stratos Wealth Partners sold out of BNY Mellon Municipal Income (DMF) in Q4 2018, closing a stake of 152 shares — an estimated $1K sold.

Stratos Wealth Partners first reported a position in DMF in Q4 2017 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 54 funds tracked by Wall St. Rank hold DMF as of Q4 2018.

  • Stratos Wealth Partners reported no remaining BNY Mellon Municipal Income position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 152 BNY Mellon Municipal Income shares in Q4 2018, an estimated $1K.
  • Stratos Wealth Partners first reported a position in BNY Mellon Municipal Income in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's BNY Mellon Municipal Income position peaked at $1K in Q3 2018.
  • 54 funds tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.