Koshinski Asset Management
DSM

Koshinski Asset Management’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Koshinski Asset 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
2016
Q1 		– Sell
-11,000
Closed -$89K – 227
2015
Q4 		$89K Buy
+11,000
New +$87.3K 0.06% 221
2015
Q3 		– Sell
-11,000
Closed -$84K – 231
2015
Q2 		$84K Buy
+11,000
New +$87K 0.05% 225
2015
Q1 		– Sell
-12,000
Closed – – 230
2014
Q4 		$0 Buy
+12,000
New +$96.1K ﹤0.01% 237

Other funds holding DSM

Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Koshinski Asset Management's DSM Position: Q1 2016 in Review

Koshinski Asset Management sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q1 2016, closing a stake of 11,000 shares — an estimated $89K sold.

Koshinski Asset Management first reported a position in DSM in Q4 2014 and held it in 3 quarters. The position peaked at $89K in Q4 2015. 50 funds tracked by Wall St. Rank hold DSM as of Q1 2016.

  • Koshinski Asset Management reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q1 2016 after selling out during the quarter.
  • Koshinski Asset Management sold 11,000 BNY Mellon Strategic Municipal Bond Fund shares in Q1 2016, an estimated $89K.
  • Koshinski Asset Management first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2014 and held it in 3 quarters.
  • Koshinski Asset Management's BNY Mellon Strategic Municipal Bond Fund position peaked at $89K in Q4 2015.
  • 50 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q1 2016.

Based on Koshinski Asset Management's 13F filing for Q1 2016, filed 14 Apr 2016.