RFA
DSM

Reilly Financial Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Reilly Financial 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
2013
Q3 		– Sell
-236
Closed -$2K – 756
2013
Q2 		$2K Buy
+236
New +$2.08K ﹤0.01% 750

Other funds holding DSM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

Reilly Financial Advisors's DSM Position: Q3 2013 in Review

Reilly Financial Advisors sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q3 2013, closing a stake of 236 shares — an estimated $2K sold.

Reilly Financial Advisors first reported a position in DSM in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 34 funds tracked by Wall St. Rank hold DSM as of Q3 2013.

  • Reilly Financial Advisors reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q3 2013 after selling out during the quarter.
  • Reilly Financial Advisors sold 236 BNY Mellon Strategic Municipal Bond Fund shares in Q3 2013, an estimated $2K.
  • Reilly Financial Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q2 2013 and held it in 1 quarter.
  • Reilly Financial Advisors's BNY Mellon Strategic Municipal Bond Fund position peaked at $2K in Q2 2013.
  • 34 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q3 2013.

Based on Reilly Financial Advisors's 13F filing for Q3 2013, filed 22 Oct 2013.