PAS
DSM

Partnervest Advisory Services’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Partnervest Advisory Services’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
Q2 		– Sell
-14,518
Closed -$112K – 249
2019
Q1 		$112K Buy
+14,518
New +$109K 0.05% 222

Other funds holding DSM

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

Partnervest Advisory Services's DSM Position: Q2 2019 in Review

Partnervest Advisory Services sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q2 2019, closing a stake of 14,518 shares — an estimated $112K sold.

Partnervest Advisory Services first reported a position in DSM in Q1 2019 and held it in 1 quarter. The position peaked at $112K in Q1 2019. 64 funds tracked by Wall St. Rank hold DSM as of Q2 2019.

  • Partnervest Advisory Services reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q2 2019 after selling out during the quarter.
  • Partnervest Advisory Services sold 14,518 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2019, an estimated $112K.
  • Partnervest Advisory Services first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q1 2019 and held it in 1 quarter.
  • Partnervest Advisory Services's BNY Mellon Strategic Municipal Bond Fund position peaked at $112K in Q1 2019.
  • 64 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2019.

Based on Partnervest Advisory Services's 13F filing for Q2 2019, filed 7 Aug 2019.