NL
DSM

NWAM LLC’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

NWAM LLC’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
2019
Q4 		– Sell
-40,213
Closed -$338K – 414
2019
Q3 		$338K Buy
+40,213
New +$335K 0.06% 262

Other funds holding DSM

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GC
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

NWAM LLC's DSM Position: Q4 2019 in Review

NWAM LLC sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q4 2019, closing a stake of 40,213 shares — an estimated $338K sold.

NWAM LLC first reported a position in DSM in Q3 2019 and held it in 1 quarter. The position peaked at $338K in Q3 2019. 65 funds tracked by Wall St. Rank hold DSM as of Q4 2019.

  • NWAM LLC reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q4 2019 after selling out during the quarter.
  • NWAM LLC sold 40,213 BNY Mellon Strategic Municipal Bond Fund shares in Q4 2019, an estimated $338K.
  • NWAM LLC first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q3 2019 and held it in 1 quarter.
  • NWAM LLC's BNY Mellon Strategic Municipal Bond Fund position peaked at $338K in Q3 2019.
  • 65 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q4 2019.

Based on NWAM LLC's 13F filing for Q4 2019, filed 23 Jan 2020.