CPIA
DMB

Cornell Pochily Investment Advisors’s BNY Mellon Municipal Bond Infrastructure Fund DMB Stock Holding History

Cornell Pochily Investment Advisors’s Portfolio DMB Stock Details DMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-102,310
Closed -$1.36K – 135
2019
Q2 		$1.36K Buy
+102,310
New +$1.36M 0.34% 41
2019
Q1 		– Sell
-102,310
Closed -$1.21M – 130
2018
Q4 		$1.21M Buy
+102,310
New +$1.24M 0.79% 37

Other funds holding DMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Cornell Pochily Investment Advisors's DMB Position: Q3 2019 in Review

Cornell Pochily Investment Advisors sold out of BNY Mellon Municipal Bond Infrastructure Fund (DMB) in Q3 2019, closing a stake of 102,310 shares — an estimated $1.36K sold.

Cornell Pochily Investment Advisors first reported a position in DMB in Q4 2018 and held it in 2 quarters. The position peaked at $1.21M in Q4 2018. 37 funds tracked by Wall St. Rank hold DMB as of Q3 2019.

  • Cornell Pochily Investment Advisors reported no remaining BNY Mellon Municipal Bond Infrastructure Fund position as of Q3 2019 after selling out during the quarter.
  • Cornell Pochily Investment Advisors sold 102,310 BNY Mellon Municipal Bond Infrastructure Fund shares in Q3 2019, an estimated $1.36K.
  • Cornell Pochily Investment Advisors first reported a position in BNY Mellon Municipal Bond Infrastructure Fund in Q4 2018 and held it in 2 quarters.
  • Cornell Pochily Investment Advisors's BNY Mellon Municipal Bond Infrastructure Fund position peaked at $1.21M in Q4 2018.
  • 37 funds tracked by Wall St. Rank held BNY Mellon Municipal Bond Infrastructure Fund as of Q3 2019.

Based on Cornell Pochily Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.