DPA
DSM icon

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

LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return