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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Winch Advisory Services's DMF Position: Q2 2015 in Review

Winch Advisory Services sold out of BNY Mellon Municipal Income (DMF) in Q2 2015, closing a stake of 516 shares — an estimated $5K sold.

Winch Advisory Services first reported a position in DMF in Q1 2014 and held it in 4 quarters. The position peaked at $5K in Q1 2015. 29 funds tracked by Wall St. Rank hold DMF as of Q2 2015.

Winch Advisory Services reported no remaining BNY Mellon Municipal Income position as of Q2 2015 after selling out during the quarter.
Winch Advisory Services sold 516 BNY Mellon Municipal Income shares in Q2 2015, an estimated $5K.
Winch Advisory Services first reported a position in BNY Mellon Municipal Income in Q1 2014 and held it in 4 quarters.
Winch Advisory Services's BNY Mellon Municipal Income position peaked at $5K in Q1 2015.
29 funds tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q2 2015.

Based on Winch Advisory Services's 13F filing for Q2 2015, filed 11 Aug 2015.