TCM
DMF

Tradewinds Capital Management’s BNY Mellon Municipal Income DMF Stock Holding History

Tradewinds Capital 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
2014
Q4 		– Sell
-7,300
Closed -$66K – 627
2014
Q3 		$66K Hold
7,300
– – 0.05% 179
2014
Q2 		$68K Hold
7,300
– – 0.05% 187
2014
Q1 		$66K Hold
7,300
– – 0.05% 190
2013
Q4 		$62K Buy
+7,300
New +$61.2K 0.05% 189

Other funds holding DMF

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ICOA
Investment Centers of America Bismarck, North Dakota $712K AUM 15.54% 1-Year Est. Return

Tradewinds Capital Management's DMF Position: Q4 2014 in Review

Tradewinds Capital Management sold out of BNY Mellon Municipal Income (DMF) in Q4 2014, closing a stake of 7,300 shares — an estimated $66K sold.

Tradewinds Capital Management first reported a position in DMF in Q4 2013 and held it in 4 quarters. The position peaked at $68K in Q2 2014. 31 funds tracked by Wall St. Rank hold DMF as of Q4 2014.

  • Tradewinds Capital Management reported no remaining BNY Mellon Municipal Income position as of Q4 2014 after selling out during the quarter.
  • Tradewinds Capital Management sold 7,300 BNY Mellon Municipal Income shares in Q4 2014, an estimated $66K.
  • Tradewinds Capital Management first reported a position in BNY Mellon Municipal Income in Q4 2013 and held it in 4 quarters.
  • Tradewinds Capital Management's BNY Mellon Municipal Income position peaked at $68K in Q2 2014.
  • 31 funds tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q4 2014.

Based on Tradewinds Capital Management's 13F filing for Q4 2014, filed 5 Feb 2015.