NPC
DSM

National Planning Corporation’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

National Planning Corporation’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
2017
Q4 		– Sell
-30,749
Closed -$260K – 174
2017
Q3 		$260K Buy
30,749
+5,589
+22% +$48.3K 0.02% 557
2017
Q2 		$215K Buy
+25,160
New +$212K 0.02% 653

Other funds holding DSM

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
PMG
ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return

National Planning Corporation's DSM Position: Q4 2017 in Review

National Planning Corporation sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q4 2017, closing a stake of 30,749 shares — an estimated $260K sold.

National Planning Corporation first reported a position in DSM in Q2 2017 and held it in 2 quarters. The position peaked at $260K in Q3 2017. 58 funds tracked by Wall St. Rank hold DSM as of Q4 2017.

  • National Planning Corporation reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 30,749 BNY Mellon Strategic Municipal Bond Fund shares in Q4 2017, an estimated $260K.
  • National Planning Corporation first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q2 2017 and held it in 2 quarters.
  • National Planning Corporation's BNY Mellon Strategic Municipal Bond Fund position peaked at $260K in Q3 2017.
  • 58 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.