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

SignatureFD’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
2019 Q3	–	Sell	-973	Closed	-$8K	–	2114
2019 Q2	$8K	Hold	973	–	–	﹤0.01%	1463
2019 Q1	$8K	Hold	973	–	–	﹤0.01%	1473
2018 Q4	$7K	Hold	973	–	–	﹤0.01%	1446
2018 Q3	$7K	Hold	973	–	–	﹤0.01%	1462
2018 Q2	$7K	Hold	973	–	–	﹤0.01%	1478
2018 Q1	$7K	Buy	+973	New	+$7.68K	﹤0.01%	1317
2016 Q4	–	Sell	-973	Closed	-$9K	–	501
2016 Q3	$9K	Hold	973	–	–	﹤0.01%	1050
2016 Q2	$9K	Hold	973	–	–	﹤0.01%	926
2016 Q1	$8K	Hold	973	–	–	﹤0.01%	885
2015 Q4	$8K	Hold	973	–	–	﹤0.01%	771
2015 Q3	$8K	Hold	973	–	–	﹤0.01%	718
2015 Q2	$7K	Hold	973	–	–	﹤0.01%	697
2015 Q1	$8K	Hold	973	–	–	﹤0.01%	564
2014 Q4	$8K	Hold	973	–	–	﹤0.01%	521
2014 Q3	$8K	Hold	973	–	–	﹤0.01%	485
2014 Q2	$8K	Hold	973	–	–	﹤0.01%	489
2014 Q1	$8K	Hold	973	–	–	﹤0.01%	446
2013 Q4	$7K	Hold	973	–	–	﹤0.01%	471
2013 Q3	$8K	Hold	973	–	–	﹤0.01%	435
2013 Q2	$8K	Buy	+973	New	+$8.59K	﹤0.01%	351

Other funds holding DSM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

SignatureFD's DSM Position: Q3 2019 in Review

SignatureFD sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q3 2019, closing a stake of 973 shares — an estimated $8K sold.

SignatureFD first reported a position in DSM in Q2 2013 and held it in 20 quarters. The position peaked at $9K in Q3 2016. 58 funds tracked by Wall St. Rank hold DSM as of Q3 2019.

SignatureFD reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q3 2019 after selling out during the quarter.
SignatureFD sold 973 BNY Mellon Strategic Municipal Bond Fund shares in Q3 2019, an estimated $8K.
SignatureFD first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q2 2013 and held it in 20 quarters.
SignatureFD's BNY Mellon Strategic Municipal Bond Fund position peaked at $9K in Q3 2016.
58 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q3 2019.

Based on SignatureFD's 13F filing for Q3 2019, filed 16 Oct 2019.