Delphi Private Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Delphi Private Advisors’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 Q2	–	Hold	0	–	–	–	38
2018 Q1	–	Hold	0	–	–	–	38
2017 Q4	–	Hold	0	–	–	–	76
2017 Q3	–	Hold	0	–	–	–	33
2017 Q2	–	Hold	0	–	–	–	36
2017 Q1	–	Hold	0	–	–	–	33
2016 Q4	–	Hold	0	–	–	–	41
2016 Q3	–	Hold	0	–	–	–	34
2016 Q2	–	Hold	0	–	–	–	42
2016 Q1	–	Hold	0	–	–	–	43
2015 Q4	–	Hold	0	–	–	–	49

Other funds holding DSM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return