AIA
DSM

Allegis Investment Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Allegis Investment 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
2016
Q1 		– Sell
-3,630
Closed -$29K – 356
2015
Q4 		$29K Buy
+3,630
New +$28.8K 0.02% 423

Other funds holding DSM

Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Allegis Investment Advisors's DSM Position: Q1 2016 in Review

Allegis Investment Advisors sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q1 2016, closing a stake of 3,630 shares — an estimated $29K sold.

Allegis Investment Advisors first reported a position in DSM in Q4 2015 and held it in 1 quarter. The position peaked at $29K in Q4 2015. 50 funds tracked by Wall St. Rank hold DSM as of Q1 2016.

  • Allegis Investment Advisors reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 3,630 BNY Mellon Strategic Municipal Bond Fund shares in Q1 2016, an estimated $29K.
  • Allegis Investment Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's BNY Mellon Strategic Municipal Bond Fund position peaked at $29K in Q4 2015.
  • 50 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.