1WA
DSM

180 Wealth Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

180 Wealth Advisors’s Portfolio DSM Stock Details DSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-20,129
Closed -$164K – 273
2020
Q2 		$164K Buy
+20,129
New +$142K 0.07% 252

Other funds holding DSM

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

180 Wealth Advisors's DSM Position: Q3 2020 in Review

180 Wealth Advisors sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q3 2020, closing a stake of 20,129 shares — an estimated $164K sold.

180 Wealth Advisors first reported a position in DSM in Q2 2020 and held it in 1 quarter. The position peaked at $164K in Q2 2020. 71 funds tracked by Wall St. Rank hold DSM as of Q3 2020.

  • 180 Wealth Advisors reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q3 2020 after selling out during the quarter.
  • 180 Wealth Advisors sold 20,129 BNY Mellon Strategic Municipal Bond Fund shares in Q3 2020, an estimated $164K.
  • 180 Wealth Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q2 2020 and held it in 1 quarter.
  • 180 Wealth Advisors's BNY Mellon Strategic Municipal Bond Fund position peaked at $164K in Q2 2020.
  • 71 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q3 2020.

Based on 180 Wealth Advisors's 13F filing for Q3 2020, filed 23 Oct 2020.