RIA
DSM

Regal Investment Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Regal Investment Advisors’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
2015
Q4 		– Sell
-3,300
Closed -$25K – 423
2015
Q3 		$25K Buy
+3,300
New +$25.5K 0.01% 524

Other funds holding DSM

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SIA
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AIG
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RCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Regal Investment Advisors's DSM Position: Q4 2015 in Review

Regal Investment Advisors sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q4 2015, closing a stake of 3,300 shares — an estimated $25K sold.

Regal Investment Advisors first reported a position in DSM in Q3 2015 and held it in 1 quarter. The position peaked at $25K in Q3 2015. 59 funds tracked by Wall St. Rank hold DSM as of Q4 2015.

  • Regal Investment Advisors reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 3,300 BNY Mellon Strategic Municipal Bond Fund shares in Q4 2015, an estimated $25K.
  • Regal Investment Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q3 2015 and held it in 1 quarter.
  • Regal Investment Advisors's BNY Mellon Strategic Municipal Bond Fund position peaked at $25K in Q3 2015.
  • 59 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.