AAP
DSM

Arax Advisory Partners’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Arax Advisory Partners’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
2017
Q2 		– Sell
-356
Closed -$2K – 512
2017
Q1 		$2K Buy
356
+3
+0.8% +$25 ﹤0.01% 432
2016
Q4 		$3K Buy
+353
New +$2.92K ﹤0.01% 407

Other funds holding DSM

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Arax Advisory Partners's DSM Position: Q2 2017 in Review

Arax Advisory Partners sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q2 2017, closing a stake of 356 shares — an estimated $2K sold.

Arax Advisory Partners first reported a position in DSM in Q4 2016 and held it in 2 quarters. The position peaked at $3K in Q4 2016. 53 funds tracked by Wall St. Rank hold DSM as of Q2 2017.

  • Arax Advisory Partners reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q2 2017 after selling out during the quarter.
  • Arax Advisory Partners sold 356 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2017, an estimated $2K.
  • Arax Advisory Partners first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2016 and held it in 2 quarters.
  • Arax Advisory Partners's BNY Mellon Strategic Municipal Bond Fund position peaked at $3K in Q4 2016.
  • 53 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2017.

Based on Arax Advisory Partners's 13F filing for Q2 2017, filed 14 Aug 2017.