FNBT
DSM

FineMark National Bank & Trust’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

FineMark National Bank & Trust’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
2017
Q1 		– Sell
-3,496
Closed -$28K – 540
2016
Q4 		$28K Buy
+3,496
New +$28.9K ﹤0.01% 748

Other funds holding DSM

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

FineMark National Bank & Trust's DSM Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q1 2017, closing a stake of 3,496 shares — an estimated $28K sold.

FineMark National Bank & Trust first reported a position in DSM in Q4 2016 and held it in 1 quarter. The position peaked at $28K in Q4 2016. 51 funds tracked by Wall St. Rank hold DSM as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 3,496 BNY Mellon Strategic Municipal Bond Fund shares in Q1 2017, an estimated $28K.
  • FineMark National Bank & Trust first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2016 and held it in 1 quarter.
  • FineMark National Bank & Trust's BNY Mellon Strategic Municipal Bond Fund position peaked at $28K in Q4 2016.
  • 51 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.