Stratos Wealth Partners’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Stratos Wealth Partners’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
2021 Q1	–	Sell	-20,000	Closed	-$157K	–	1131
2020 Q4	$157K	Hold	20,000	–	–	﹤0.01%	1023
2020 Q3	$146K	Hold	20,000	–	–	﹤0.01%	946
2020 Q2	$145K	Hold	20,000	–	–	0.01%	930
2020 Q1	$143K	Hold	20,000	–	–	0.01%	841
2019 Q4	$160K	Hold	20,000	–	–	0.01%	927
2019 Q3	$168K	Hold	20,000	–	–	0.01%	895
2019 Q2	$159K	Hold	20,000	–	–	0.01%	896
2019 Q1	$155K	Hold	20,000	–	–	0.01%	878
2018 Q4	$140K	Hold	20,000	–	–	0.01%	817
2018 Q3	$147K	Hold	20,000	–	–	0.01%	958
2018 Q2	$151K	Hold	20,000	–	–	0.01%	921
2018 Q1	$152K	Hold	20,000	–	–	0.01%	1011
2017 Q4	$171K	Hold	20,000	–	–	0.01%	945
2017 Q3	$169K	Hold	20,000	–	–	0.01%	870
2017 Q2	$170K	Hold	20,000	–	–	0.01%	775
2017 Q1	$166K	Buy	+20,000	New	+$166K	0.01%	744
2015 Q4	–	Sell	-36,000	Closed	-$281K	–	599
2015 Q3	$281K	Hold	36,000	–	–	0.04%	392
2015 Q2	$276K	Hold	36,000	–	–	0.04%	388
2015 Q1	$291K	Hold	36,000	–	–	0.03%	438
2014 Q4	$287K	Buy	+36,000	New	+$288K	0.05%	364

Other funds holding DSM

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

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

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

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

Stratos Wealth Partners's DSM Position: Q1 2021 in Review

Stratos Wealth Partners sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q1 2021, closing a stake of 20,000 shares — an estimated $157K sold.

Stratos Wealth Partners first reported a position in DSM in Q4 2014 and held it in 20 quarters. The position peaked at $291K in Q1 2015. 69 funds tracked by Wall St. Rank hold DSM as of Q1 2021.

Stratos Wealth Partners reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q1 2021 after selling out during the quarter.
Stratos Wealth Partners sold 20,000 BNY Mellon Strategic Municipal Bond Fund shares in Q1 2021, an estimated $157K.
Stratos Wealth Partners first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2014 and held it in 20 quarters.
Stratos Wealth Partners's BNY Mellon Strategic Municipal Bond Fund position peaked at $291K in Q1 2015.
69 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q1 2021.

Based on Stratos Wealth Partners's 13F filing for Q1 2021, filed 27 Apr 2021.