RC
DSM

RegentAtlantic Capital’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

RegentAtlantic Capital’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
Q1 		– Sell
-3,508
Closed -$27.9K – 503
2014
Q4 		$27.9K Buy
+3,508
New +$28.1K ﹤0.01% 695

Other funds holding DSM

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Morgan Stanley
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NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
LSA
Liberty Street Advisors New York $41.4M AUM 34.47% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RegentAtlantic Capital's DSM Position: Q1 2015 in Review

RegentAtlantic Capital sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q1 2015, closing a stake of 3,508 shares — an estimated $27.9K sold.

RegentAtlantic Capital first reported a position in DSM in Q4 2014 and held it in 1 quarter. The position peaked at $27.9K in Q4 2014. 46 funds tracked by Wall St. Rank hold DSM as of Q1 2015.

  • RegentAtlantic Capital reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q1 2015 after selling out during the quarter.
  • RegentAtlantic Capital sold 3,508 BNY Mellon Strategic Municipal Bond Fund shares in Q1 2015, an estimated $27.9K.
  • RegentAtlantic Capital first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2014 and held it in 1 quarter.
  • RegentAtlantic Capital's BNY Mellon Strategic Municipal Bond Fund position peaked at $27.9K in Q4 2014.
  • 46 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q1 2015.

Based on RegentAtlantic Capital's 13F filing for Q1 2015, filed 27 Apr 2015.