WAM
DMF

Wolverine Asset Management’s BNY Mellon Municipal Income DMF Stock Holding History

Wolverine Asset Management’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
2024
Q4 		– Sell
-2,802
Closed -$20.5K – 1659
2024
Q3 		$20.5K Buy
+2,802
New +$20.4K ﹤0.01% 1270
2024
Q1 		– Sell
-18,151
Closed -$118K – 1731
2023
Q4 		$118K Buy
18,151
+15,141
+503% +$90.5K ﹤0.01% 1113
2023
Q3 		$17.1K Sell
3,010
-3,175
-51% -$19.6K ﹤0.01% 1385
2023
Q2 		$38.9K Buy
+6,185
New +$39K ﹤0.01% 1202
2022
Q4 		– Sell
-147,030
Closed -$883K – 2162
2022
Q3 		$883K Buy
147,030
+6,896
+5% +$46.7K 0.01% 829
2022
Q2 		$945K Buy
140,134
+42,426
+43% +$294K 0.01% 802
2022
Q1 		$741K Buy
97,708
+10,518
+12% +$84.2K 0.01% 859
2021
Q4 		$762K Buy
+87,190
New +$782K 0.01% 893
2021
Q3 		– Sell
-9,010
Closed -$83K – 2072
2021
Q2 		$83K Sell
9,010
-28,306
-76% -$257K ﹤0.01% 1527
2021
Q1 		$326K Buy
37,316
+1,744
+5% +$15.4K ﹤0.01% 1057
2020
Q4 		$315K Buy
35,572
+31,121
+699% +$266K ﹤0.01% 980
2020
Q3 		$38K Buy
+4,451
New +$38.1K ﹤0.01% 1311
2019
Q1 		– Sell
-72,440
Closed -$551K – 1444
2018
Q4 		$551K Sell
72,440
-8,724
-11% -$66.6K 0.01% 1006
2018
Q3 		$635K Sell
81,164
-43,257
-35% -$348K 0.01% 949
2018
Q2 		$1.01M Buy
124,421
+32,677
+36% +$264K 0.01% 763
2018
Q1 		$741K Buy
+91,744
New +$766K 0.01% 870
2017
Q1 		– Sell
-39,989
Closed -$345K – 1221
2016
Q4 		$345K Buy
39,989
+38,204
+2,140% +$339K ﹤0.01% 755
2016
Q3 		$17K Buy
1,785
+1,485
+495% +$14.6K ﹤0.01% 1136
2016
Q2 		$3K Sell
300
-663
-69% -$6.52K ﹤0.01% 1169
2016
Q1 		$9K Buy
+963
New +$9.12K ﹤0.01% 1071
2015
Q3 		– Sell
-2,217
Closed -$19K – 1834
2015
Q2 		$19K Buy
+2,217
New +$20.8K ﹤0.01% 1493

Other funds holding DMF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Wolverine Asset Management's DMF Position: Q4 2024 in Review

Wolverine Asset Management sold out of BNY Mellon Municipal Income (DMF) in Q4 2024, closing a stake of 2,802 shares — an estimated $20.5K sold.

Wolverine Asset Management first reported a position in DMF in Q2 2015 and held it in 21 quarters. The position peaked at $1.01M in Q2 2018. 40 funds tracked by Wall St. Rank hold DMF as of Q4 2024.

  • Wolverine Asset Management reported no remaining BNY Mellon Municipal Income position as of Q4 2024 after selling out during the quarter.
  • Wolverine Asset Management sold 2,802 BNY Mellon Municipal Income shares in Q4 2024, an estimated $20.5K.
  • Wolverine Asset Management first reported a position in BNY Mellon Municipal Income in Q2 2015 and held it in 21 quarters.
  • Wolverine Asset Management's BNY Mellon Municipal Income position peaked at $1.01M in Q2 2018.
  • 40 funds tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q4 2024.

Based on Wolverine Asset Management's 13F filing for Q4 2024, filed 3 Feb 2025.