Prentiss Smith & Co’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Prentiss Smith & Co’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
2018 Q4	–	Sell	-1,574	Closed	-$12K	–	104
2018 Q3	$12K	Hold	1,574	–	–	0.01%	195
2018 Q2	$12K	Hold	1,574	–	–	0.01%	195
2018 Q1	$12K	Buy	+1,574	New	+$12.4K	0.01%	206
2017 Q4	–	Sell	-1,574	Closed	-$13K	–	304
2017 Q3	$13K	Buy	+1,574	New	+$13.6K	0.01%	185

Other funds holding DSM

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Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return