BRWA
DSM

B. Riley Wealth Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

B. Riley 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
2014
Q3 		– Sell
-3,000
Closed -$24.9K – 946
2014
Q2 		$24.9K Buy
+3,000
New +$24.2K 0.01% 1371

Other funds holding DSM

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

B. Riley Wealth Advisors's DSM Position: Q3 2014 in Review

B. Riley Wealth Advisors sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q3 2014, closing a stake of 3,000 shares — an estimated $24.9K sold.

B. Riley Wealth Advisors first reported a position in DSM in Q2 2014 and held it in 1 quarter. The position peaked at $24.9K in Q2 2014. 38 funds tracked by Wall St. Rank hold DSM as of Q3 2014.

  • B. Riley Wealth Advisors reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,000 BNY Mellon Strategic Municipal Bond Fund shares in Q3 2014, an estimated $24.9K.
  • B. Riley Wealth Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q2 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's BNY Mellon Strategic Municipal Bond Fund position peaked at $24.9K in Q2 2014.
  • 38 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q3 2014.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.