KPW
DSM

Kore Private Wealth’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Kore Private Wealth’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
Q3 		– Sell
-500
Closed -$3K – 488
2020
Q2 		$3K Hold
500
– – ﹤0.01% 986
2020
Q1 		$4K Hold
500
– – ﹤0.01% 831
2019
Q4 		$4K Buy
+500
New +$4.16K ﹤0.01% 876
2019
Q2 		– Sell
-500
Closed -$4K – 383
2019
Q1 		$4K Hold
500
– – ﹤0.01% 794
2018
Q4 		$3K Buy
+500
New +$3.51K ﹤0.01% 760

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
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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Kore Private Wealth's DSM Position: Q3 2020 in Review

Kore Private Wealth sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q3 2020, closing a stake of 500 shares — an estimated $3K sold.

Kore Private Wealth first reported a position in DSM in Q4 2018 and held it in 5 quarters. The position peaked at $4K in Q1 2020. 71 funds tracked by Wall St. Rank hold DSM as of Q3 2020.

  • Kore Private Wealth reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 500 BNY Mellon Strategic Municipal Bond Fund shares in Q3 2020, an estimated $3K.
  • Kore Private Wealth first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's BNY Mellon Strategic Municipal Bond Fund position peaked at $4K in Q1 2020.
  • 71 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.