GSWM
DSM

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

Golden State 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
Q4 		– Sell
-4,133
Closed -$30K – 279
2020
Q3 		$30K Buy
+4,133
New +$31K 0.01% 360
2020
Q2 		– Sell
-4,032
Closed -$29K – 358
2020
Q1 		$29K Buy
+4,032
New +$31.4K 0.01% 447

Other funds holding DSM

RCM
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
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 $346M AUM 25.25% 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

Golden State Wealth Management's DSM Position: Q4 2020 in Review

Golden State Wealth Management sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q4 2020, closing a stake of 4,133 shares — an estimated $30K sold.

Golden State Wealth Management first reported a position in DSM in Q1 2020 and held it in 2 quarters. The position peaked at $30K in Q3 2020. 74 funds tracked by Wall St. Rank hold DSM as of Q4 2020.

  • Golden State Wealth Management reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q4 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 4,133 BNY Mellon Strategic Municipal Bond Fund shares in Q4 2020, an estimated $30K.
  • Golden State Wealth Management first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q1 2020 and held it in 2 quarters.
  • Golden State Wealth Management's BNY Mellon Strategic Municipal Bond Fund position peaked at $30K in Q3 2020.
  • 74 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q4 2020.

Based on Golden State Wealth Management's 13F filing for Q4 2020, filed 28 Jan 2021.