WFG Advisors’s BNY Mellon Municipal Income DMF Stock Holding History

WFG Advisors’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
2015 Q1	–	Sell	-750	Closed	-$7K	–	1825
2014 Q4	$7K	Buy	+750	New	+$7.04K	﹤0.01%	1561

Other funds holding DMF

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

RJT

Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

ICOA

Investment Centers of America Bismarck, North Dakota $712K AUM 15.54% 1-Year Est. Return

WFG Advisors's DMF Position: Q1 2015 in Review

WFG Advisors sold out of BNY Mellon Municipal Income (DMF) in Q1 2015, closing a stake of 750 shares — an estimated $7K sold.

WFG Advisors first reported a position in DMF in Q4 2014 and held it in 1 quarter. The position peaked at $7K in Q4 2014. 29 funds tracked by Wall St. Rank hold DMF as of Q1 2015.

WFG Advisors reported no remaining BNY Mellon Municipal Income position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 750 BNY Mellon Municipal Income shares in Q1 2015, an estimated $7K.
WFG Advisors first reported a position in BNY Mellon Municipal Income in Q4 2014 and held it in 1 quarter.
WFG Advisors's BNY Mellon Municipal Income position peaked at $7K in Q4 2014.
29 funds tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.