AWM
DSM

Aevitas Wealth Management’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Aevitas Wealth Management’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
2018
Q2 		– Sell
-59
Closed – – 443
2018
Q1 		$0 Buy
59
+1
+2% +$8 ﹤0.01% 452
2017
Q4 		$0 Buy
+58
New +$491 ﹤0.01% 439

Other funds holding DSM

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RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Aevitas Wealth Management's DSM Position: Q2 2018 in Review

Aevitas Wealth Management sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q2 2018, closing a stake of 59 shares.

Aevitas Wealth Management first reported a position in DSM in Q4 2017 and held it in 2 quarters. The position peaked at $0 in Q1 2018. 65 funds tracked by Wall St. Rank hold DSM as of Q2 2018.

  • Aevitas Wealth Management reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q2 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 59 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2018.
  • Aevitas Wealth Management first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2017 and held it in 2 quarters.
  • Aevitas Wealth Management's BNY Mellon Strategic Municipal Bond Fund position peaked at $0 in Q1 2018.
  • 65 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2018.

Based on Aevitas Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.