FinTrust Capital Advisors’s BNY Mellon Municipal Bond Infrastructure Fund DMB Stock Holding History

FinTrust Capital 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
2020 Q4	–	Sell	-204	Closed	-$3	–	1088
2020 Q3	$3	Hold	204	–	–	﹤0.01%	1016
2020 Q2	$3K	Sell	204 -360	-64%	-$4.55K	﹤0.01%	882
2020 Q1	$7K	Hold	564	–	–	﹤0.01%	807
2019 Q4	$8K	Hold	564	–	–	﹤0.01%	767
2019 Q3	$8K	Hold	564	–	–	﹤0.01%	794
2019 Q2	$8K	Hold	564	–	–	﹤0.01%	761
2019 Q1	$7K	Hold	564	–	–	﹤0.01%	855
2018 Q4	$7K	Buy	+564	New	+$6.82K	﹤0.01%	851

Other funds holding DMB

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

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

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

FinTrust Capital Advisors's DMB Position: Q4 2020 in Review

FinTrust Capital Advisors sold out of BNY Mellon Municipal Bond Infrastructure Fund (DMB) in Q4 2020, closing a stake of 204 shares — an estimated $3 sold.

FinTrust Capital Advisors first reported a position in DMB in Q4 2018 and held it in 8 quarters. The position peaked at $8K in Q4 2019. 42 funds tracked by Wall St. Rank hold DMB as of Q4 2020.

FinTrust Capital Advisors reported no remaining BNY Mellon Municipal Bond Infrastructure Fund position as of Q4 2020 after selling out during the quarter.
FinTrust Capital Advisors sold 204 BNY Mellon Municipal Bond Infrastructure Fund shares in Q4 2020, an estimated $3.
FinTrust Capital Advisors first reported a position in BNY Mellon Municipal Bond Infrastructure Fund in Q4 2018 and held it in 8 quarters.
FinTrust Capital Advisors's BNY Mellon Municipal Bond Infrastructure Fund position peaked at $8K in Q4 2019.
42 funds tracked by Wall St. Rank held BNY Mellon Municipal Bond Infrastructure Fund as of Q4 2020.

Based on FinTrust Capital Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.