Walled Lake Planning & Wealth Management’s RiverNorth Managed Duration Municipal Income Fund RMM Stock Holding History

Walled Lake Planning & 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 Q2	–	Sell	-11,443	Closed	-$197K	–	89
2022 Q1	$197K	Buy	+11,443	New	+$207K	0.12%	84

Other funds holding RMM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SIC

Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Walled Lake Planning & Wealth Management's RMM Position: Q2 2022 in Review

Walled Lake Planning & Wealth Management sold out of RiverNorth Managed Duration Municipal Income Fund (RMM) in Q2 2022, closing a stake of 11,443 shares — an estimated $197K sold.

Walled Lake Planning & Wealth Management first reported a position in RMM in Q1 2022 and held it in 1 quarter. The position peaked at $197K in Q1 2022. 28 funds tracked by Wall St. Rank hold RMM as of Q2 2022.

Walled Lake Planning & Wealth Management reported no remaining RiverNorth Managed Duration Municipal Income Fund position as of Q2 2022 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 11,443 RiverNorth Managed Duration Municipal Income Fund shares in Q2 2022, an estimated $197K.
Walled Lake Planning & Wealth Management first reported a position in RiverNorth Managed Duration Municipal Income Fund in Q1 2022 and held it in 1 quarter.
Walled Lake Planning & Wealth Management's RiverNorth Managed Duration Municipal Income Fund position peaked at $197K in Q1 2022.
28 funds tracked by Wall St. Rank held RiverNorth Managed Duration Municipal Income Fund as of Q2 2022.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2022, filed 9 Aug 2022.