KJWM
DSM

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

Kiley Juergens 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
2018
Q4 		– Sell
-14
Closed – – 198
2018
Q3 		$0 Hold
14
– – ﹤0.01% 670
2018
Q2 		$0 Buy
+14
New +$106 ﹤0.01% 608
2018
Q1 		– Sell
-14
Closed – – 220
2017
Q4 		$0 Buy
+14
New +$118 ﹤0.01% 679

Other funds holding DSM

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

Kiley Juergens Wealth Management's DSM Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q4 2018, closing a stake of 14 shares.

Kiley Juergens Wealth Management first reported a position in DSM in Q4 2017 and held it in 3 quarters. The position peaked at $0 in Q3 2018. 76 funds tracked by Wall St. Rank hold DSM as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 14 BNY Mellon Strategic Municipal Bond Fund shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's BNY Mellon Strategic Municipal Bond Fund position peaked at $0 in Q3 2018.
  • 76 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.