MIAN
DSM

Mariner Independent Advisor Network’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Mariner Independent Advisor Network’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
Q2 		– Sell
-88,612
Closed -$674K – 182
2018
Q1 		$674K Buy
88,612
+44,306
+100% +$350K 0.04% 258
2017
Q4 		$379K Hold
44,306
– – 0.04% 258
2017
Q3 		$375K Hold
44,306
– – 0.06% 145
2017
Q2 		$377K Buy
+44,306
New +$374K 0.05% 169
2017
Q1 		– Sell
-44,306
Closed -$356K – 269
2016
Q4 		$356K Hold
44,306
– – 0.06% 141
2016
Q3 		$393K Hold
44,306
– – 0.06% 143
2016
Q2 		$402K Hold
44,306
– – 0.08% 125
2016
Q1 		$375K Buy
+44,306
New +$371K 0.12% 99

Other funds holding DSM

LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Mariner Independent Advisor Network's DSM Position: Q2 2018 in Review

Mariner Independent Advisor Network sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q2 2018, closing a stake of 88,612 shares — an estimated $674K sold.

Mariner Independent Advisor Network first reported a position in DSM in Q1 2016 and held it in 8 quarters. The position peaked at $674K in Q1 2018. 65 funds tracked by Wall St. Rank hold DSM as of Q2 2018.

  • Mariner Independent Advisor Network reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q2 2018 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 88,612 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2018, an estimated $674K.
  • Mariner Independent Advisor Network first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q1 2016 and held it in 8 quarters.
  • Mariner Independent Advisor Network's BNY Mellon Strategic Municipal Bond Fund position peaked at $674K in Q1 2018.
  • 65 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2018.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2018, filed 17 Sep 2018.