FFA
DSM

Founders Financial Alliance’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-1,341
Closed -$10K – 647
2020
Q3 		$10K Buy
+1,341
New +$10K 0.01% 762

Other funds holding DSM

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Founders Financial Alliance's DSM Position: Q4 2020 in Review

Founders Financial Alliance sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q4 2020, closing a stake of 1,341 shares — an estimated $10K sold.

Founders Financial Alliance first reported a position in DSM in Q3 2020 and held it in 1 quarter. The position peaked at $10K in Q3 2020. 74 funds tracked by Wall St. Rank hold DSM as of Q4 2020.

  • Founders Financial Alliance reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 1,341 BNY Mellon Strategic Municipal Bond Fund shares in Q4 2020, an estimated $10K.
  • Founders Financial Alliance first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's BNY Mellon Strategic Municipal Bond Fund position peaked at $10K in Q3 2020.
  • 74 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.