UR
RMM

USCA RIA’s RiverNorth Managed Duration Municipal Income Fund RMM Stock Holding History

USCA RIA’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
2021
Q2 		$336K Buy
16,580
+5,615
+51% +$112K 0.02% 460
2021
Q1 		$204K Buy
+10,965
New +$202K 0.01% 495
2020
Q1 		– Sell
-15,000
Closed -$290K – 469
2019
Q4 		$290K Buy
+15,000
New +$297K 0.03% 395

Other funds holding RMM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

USCA RIA's RMM Position: Q2 2021 in Review

USCA RIA increased its RiverNorth Managed Duration Municipal Income Fund (RMM) stake by 51% in Q2 2021, buying an estimated $112K and bringing the position to 16,580 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #460.

USCA RIA first reported a position in RMM in Q4 2019 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold RMM as of Q2 2021.

  • USCA RIA held 16,580 shares of RiverNorth Managed Duration Municipal Income Fund worth $336K as of Q2 2021.
  • USCA RIA bought 5,615 RiverNorth Managed Duration Municipal Income Fund shares in Q2 2021, an estimated $112K.
  • RiverNorth Managed Duration Municipal Income Fund made up 0.02% of USCA RIA's portfolio in Q2 2021, its #460 holding.
  • USCA RIA first reported a position in RiverNorth Managed Duration Municipal Income Fund in Q4 2019 and has held it in 3 quarters since.
  • 29 funds tracked by Wall St. Rank held RiverNorth Managed Duration Municipal Income Fund as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.