SQA
DMB

Simon Quick Advisors’s BNY Mellon Municipal Bond Infrastructure Fund DMB Stock Holding History

Simon Quick Advisors’s Portfolio DMB Stock Details DMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-11,884
Closed -$118K – 349
2023
Q3 		$118K Buy
+11,884
New +$128K 0.01% 325

Other funds holding DMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return

Simon Quick Advisors's DMB Position: Q4 2023 in Review

Simon Quick Advisors sold out of BNY Mellon Municipal Bond Infrastructure Fund (DMB) in Q4 2023, closing a stake of 11,884 shares — an estimated $118K sold.

Simon Quick Advisors first reported a position in DMB in Q3 2023 and held it in 1 quarter. The position peaked at $118K in Q3 2023. 55 funds tracked by Wall St. Rank hold DMB as of Q4 2023.

  • Simon Quick Advisors reported no remaining BNY Mellon Municipal Bond Infrastructure Fund position as of Q4 2023 after selling out during the quarter.
  • Simon Quick Advisors sold 11,884 BNY Mellon Municipal Bond Infrastructure Fund shares in Q4 2023, an estimated $118K.
  • Simon Quick Advisors first reported a position in BNY Mellon Municipal Bond Infrastructure Fund in Q3 2023 and held it in 1 quarter.
  • Simon Quick Advisors's BNY Mellon Municipal Bond Infrastructure Fund position peaked at $118K in Q3 2023.
  • 55 funds tracked by Wall St. Rank held BNY Mellon Municipal Bond Infrastructure Fund as of Q4 2023.

Based on Simon Quick Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.