WAS
DMF

Winch Advisory Services’s BNY Mellon Municipal Income DMF Stock Holding History

Winch Advisory Services’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
Q2 		– Sell
-516
Closed -$5K – 302
2015
Q1 		$5K Buy
+516
New +$4.99K ﹤0.01% 189
2014
Q4 		– Sell
-502
Closed -$5K – 74
2014
Q3 		$5K Buy
502
+8
+2% +$73 ﹤0.01% 170
2014
Q2 		$5K Buy
494
+9
+2% +$83 ﹤0.01% 196
2014
Q1 		$4K Buy
+485
New +$4.31K ﹤0.01% 219

Other funds holding DMF

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
ICOA
Investment Centers of America Bismarck, North Dakota $712K AUM 15.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return