CA
DSM

Calton & Associates’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Calton & Associates’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
Q1 		– Sell
-7,516
Closed -$63K – 565
2017
Q4 		$63K Buy
+7,516
New +$63.6K 0.02% 616

Other funds holding DSM

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Calton & Associates's DSM Position: Q1 2018 in Review

Calton & Associates sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q1 2018, closing a stake of 7,516 shares — an estimated $63K sold.

Calton & Associates first reported a position in DSM in Q4 2017 and held it in 1 quarter. The position peaked at $63K in Q4 2017. 66 funds tracked by Wall St. Rank hold DSM as of Q1 2018.

  • Calton & Associates reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 7,516 BNY Mellon Strategic Municipal Bond Fund shares in Q1 2018, an estimated $63K.
  • Calton & Associates first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's BNY Mellon Strategic Municipal Bond Fund position peaked at $63K in Q4 2017.
  • 66 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.