FWM
DSM

FSA Wealth Management’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

FSA Wealth Management’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
Q2 		– Sell
-3,300
Closed -$24K – 392
2020
Q1 		$24K Hold
3,300
– – 0.02% 161
2019
Q4 		$26K Buy
+3,300
New +$27.5K 0.02% 195

Other funds holding DSM

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Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

FSA Wealth Management's DSM Position: Q2 2020 in Review

FSA Wealth Management sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q2 2020, closing a stake of 3,300 shares — an estimated $24K sold.

FSA Wealth Management first reported a position in DSM in Q4 2019 and held it in 2 quarters. The position peaked at $26K in Q4 2019. 65 funds tracked by Wall St. Rank hold DSM as of Q2 2020.

  • FSA Wealth Management reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q2 2020 after selling out during the quarter.
  • FSA Wealth Management sold 3,300 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2020, an estimated $24K.
  • FSA Wealth Management first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2019 and held it in 2 quarters.
  • FSA Wealth Management's BNY Mellon Strategic Municipal Bond Fund position peaked at $26K in Q4 2019.
  • 65 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2020.

Based on FSA Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.