PFO
DSM

Pathstone Family Office’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Pathstone Family Office’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
2013
Q4 		– Sell
-3,172
Closed -$24K – 238
2013
Q3 		$24K Buy
+3,172
New +$24.1K 0.1% 118

Other funds holding DSM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pathstone Family Office's DSM Position: Q4 2013 in Review

Pathstone Family Office sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q4 2013, closing a stake of 3,172 shares — an estimated $24K sold.

Pathstone Family Office first reported a position in DSM in Q3 2013 and held it in 1 quarter. The position peaked at $24K in Q3 2013. 39 funds tracked by Wall St. Rank hold DSM as of Q4 2013.

  • Pathstone Family Office reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q4 2013 after selling out during the quarter.
  • Pathstone Family Office sold 3,172 BNY Mellon Strategic Municipal Bond Fund shares in Q4 2013, an estimated $24K.
  • Pathstone Family Office first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q3 2013 and held it in 1 quarter.
  • Pathstone Family Office's BNY Mellon Strategic Municipal Bond Fund position peaked at $24K in Q3 2013.
  • 39 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q4 2013.

Based on Pathstone Family Office's 13F filing for Q4 2013, filed 4 Feb 2014.