JFA
DSM

JNBA Financial Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

JNBA Financial Advisors’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
2016
Q4 		– Sell
-973
Closed -$9K – 710
2016
Q3 		$9K Buy
+973
New +$8.71K ﹤0.01% 1050

Other funds holding DSM

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Morgan Stanley
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

JNBA Financial Advisors's DSM Position: Q4 2016 in Review

JNBA Financial Advisors sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q4 2016, closing a stake of 973 shares — an estimated $9K sold.

JNBA Financial Advisors first reported a position in DSM in Q3 2016 and held it in 1 quarter. The position peaked at $9K in Q3 2016. 52 funds tracked by Wall St. Rank hold DSM as of Q4 2016.

  • JNBA Financial Advisors reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 973 BNY Mellon Strategic Municipal Bond Fund shares in Q4 2016, an estimated $9K.
  • JNBA Financial Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's BNY Mellon Strategic Municipal Bond Fund position peaked at $9K in Q3 2016.
  • 52 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.