Commonwealth Equity Services
DSM

Commonwealth Equity Services’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Commonwealth Equity Services’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
-10,877
Closed -$93K – 2733
2017
Q4 		$93K Hold
10,877
– – ﹤0.01% 2521
2017
Q3 		$92K Hold
10,877
– – ﹤0.01% 2423
2017
Q2 		$93K Buy
+10,877
New +$91.8K ﹤0.01% 2381
2016
Q1 		– Sell
-10,425
Closed -$84K – 2221
2015
Q4 		$84K Sell
10,425
-11,140
-52% -$88.4K ﹤0.01% 2050
2015
Q3 		$168K Buy
+21,565
New +$167K ﹤0.01% 1882

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

Commonwealth Equity Services's DSM Position: Q1 2018 in Review

Commonwealth Equity Services sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q1 2018, closing a stake of 10,877 shares — an estimated $93K sold.

Commonwealth Equity Services first reported a position in DSM in Q3 2015 and held it in 5 quarters. The position peaked at $168K in Q3 2015. 66 funds tracked by Wall St. Rank hold DSM as of Q1 2018.

  • Commonwealth Equity Services reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q1 2018 after selling out during the quarter.
  • Commonwealth Equity Services sold 10,877 BNY Mellon Strategic Municipal Bond Fund shares in Q1 2018, an estimated $93K.
  • Commonwealth Equity Services first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q3 2015 and held it in 5 quarters.
  • Commonwealth Equity Services's BNY Mellon Strategic Municipal Bond Fund position peaked at $168K in Q3 2015.
  • 66 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q1 2018.

Based on Commonwealth Equity Services's 13F filing for Q1 2018, filed 14 May 2018.