CWM
DSM

Concert Wealth Management’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Concert Wealth Management’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
2015
Q4 		– Sell
-12,000
Closed -$94K – 698
2015
Q3 		$94K Buy
+12,000
New +$92.7K 0.01% 668

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RCM
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EDRIA
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AWA
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GC
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AAM
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Concert Wealth Management's DSM Position: Q4 2015 in Review

Concert Wealth Management sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q4 2015, closing a stake of 12,000 shares — an estimated $94K sold.

Concert Wealth Management first reported a position in DSM in Q3 2015 and held it in 1 quarter. The position peaked at $94K in Q3 2015. 59 funds tracked by Wall St. Rank hold DSM as of Q4 2015.

  • Concert Wealth Management reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q4 2015 after selling out during the quarter.
  • Concert Wealth Management sold 12,000 BNY Mellon Strategic Municipal Bond Fund shares in Q4 2015, an estimated $94K.
  • Concert Wealth Management first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q3 2015 and held it in 1 quarter.
  • Concert Wealth Management's BNY Mellon Strategic Municipal Bond Fund position peaked at $94K in Q3 2015.
  • 59 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q4 2015.

Based on Concert Wealth Management's 13F filing for Q4 2015, filed 9 Feb 2016.