PAS
DMB

Partnervest Advisory Services’s BNY Mellon Municipal Bond Infrastructure Fund DMB Stock Holding History

Partnervest Advisory Services’s Portfolio DMB Stock Details DMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-10,869
Closed -$155K – 250
2019
Q3 		$155K Buy
+10,869
New +$153K 0.06% 237

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PPA
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Wells Fargo
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JWA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

Partnervest Advisory Services's DMB Position: Q4 2019 in Review

Partnervest Advisory Services sold out of BNY Mellon Municipal Bond Infrastructure Fund (DMB) in Q4 2019, closing a stake of 10,869 shares — an estimated $155K sold.

Partnervest Advisory Services first reported a position in DMB in Q3 2019 and held it in 1 quarter. The position peaked at $155K in Q3 2019. 43 funds tracked by Wall St. Rank hold DMB as of Q4 2019.

  • Partnervest Advisory Services reported no remaining BNY Mellon Municipal Bond Infrastructure Fund position as of Q4 2019 after selling out during the quarter.
  • Partnervest Advisory Services sold 10,869 BNY Mellon Municipal Bond Infrastructure Fund shares in Q4 2019, an estimated $155K.
  • Partnervest Advisory Services first reported a position in BNY Mellon Municipal Bond Infrastructure Fund in Q3 2019 and held it in 1 quarter.
  • Partnervest Advisory Services's BNY Mellon Municipal Bond Infrastructure Fund position peaked at $155K in Q3 2019.
  • 43 funds tracked by Wall St. Rank held BNY Mellon Municipal Bond Infrastructure Fund as of Q4 2019.

Based on Partnervest Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.