GRP
DMB

Global Retirement Partners’s BNY Mellon Municipal Bond Infrastructure Fund DMB Stock Holding History

Global Retirement Partners’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
2018
Q3 		– Sell
-1,502
Closed -$19K – 1538
2018
Q2 		$19K Buy
1,502
+239
+19% +$2.98K ﹤0.01% 807
2018
Q1 		$16K Buy
1,263
+646
+105% +$8.07K ﹤0.01% 821
2017
Q4 		$8K Buy
+617
New +$8.1K ﹤0.01% 973

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RJA
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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Global Retirement Partners's DMB Position: Q3 2018 in Review

Global Retirement Partners sold out of BNY Mellon Municipal Bond Infrastructure Fund (DMB) in Q3 2018, closing a stake of 1,502 shares — an estimated $19K sold.

Global Retirement Partners first reported a position in DMB in Q4 2017 and held it in 3 quarters. The position peaked at $19K in Q2 2018. 41 funds tracked by Wall St. Rank hold DMB as of Q3 2018.

  • Global Retirement Partners reported no remaining BNY Mellon Municipal Bond Infrastructure Fund position as of Q3 2018 after selling out during the quarter.
  • Global Retirement Partners sold 1,502 BNY Mellon Municipal Bond Infrastructure Fund shares in Q3 2018, an estimated $19K.
  • Global Retirement Partners first reported a position in BNY Mellon Municipal Bond Infrastructure Fund in Q4 2017 and held it in 3 quarters.
  • Global Retirement Partners's BNY Mellon Municipal Bond Infrastructure Fund position peaked at $19K in Q2 2018.
  • 41 funds tracked by Wall St. Rank held BNY Mellon Municipal Bond Infrastructure Fund as of Q3 2018.

Based on Global Retirement Partners's 13F filing for Q3 2018, filed 17 Oct 2018.