BFC
DSM

Bedel Financial Consulting’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Bedel Financial Consulting’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
Q4 		– Sell
-1,770
Closed -$13K – 843
2020
Q3 		$13K Hold
1,770
– – 0.01% 481
2020
Q2 		$13K Hold
1,770
– – 0.01% 450
2020
Q1 		$13K Hold
1,770
– – 0.01% 438
2019
Q4 		$14K Hold
1,770
– – 0.01% 443
2019
Q3 		$15K Hold
1,770
– – 0.01% 420
2019
Q2 		$14K Hold
1,770
– – 0.01% 433
2019
Q1 		$14K Hold
1,770
– – 0.01% 435
2018
Q4 		$12K Hold
1,770
– – 0.01% 429
2018
Q3 		$12K Hold
1,770
– – 0.01% 458
2018
Q2 		$13K Hold
1,770
– – 0.01% 444
2018
Q1 		$13K Buy
+1,770
New +$14K 0.01% 434

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SIA
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LPL Financial
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MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Bedel Financial Consulting's DSM Position: Q4 2020 in Review

Bedel Financial Consulting sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q4 2020, closing a stake of 1,770 shares — an estimated $13K sold.

Bedel Financial Consulting first reported a position in DSM in Q1 2018 and held it in 11 quarters. The position peaked at $15K in Q3 2019. 74 funds tracked by Wall St. Rank hold DSM as of Q4 2020.

  • Bedel Financial Consulting reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q4 2020 after selling out during the quarter.
  • Bedel Financial Consulting sold 1,770 BNY Mellon Strategic Municipal Bond Fund shares in Q4 2020, an estimated $13K.
  • Bedel Financial Consulting first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q1 2018 and held it in 11 quarters.
  • Bedel Financial Consulting's BNY Mellon Strategic Municipal Bond Fund position peaked at $15K in Q3 2019.
  • 74 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q4 2020.

Based on Bedel Financial Consulting's 13F filing for Q4 2020, filed 2 Feb 2021.