Sutton Wealth Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Sutton Wealth 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
2018 Q2	–	Sell	-270	Closed	-$2.06K	–	1139
2018 Q1	$2.06K	Hold	270	–	–	﹤0.01%	1003
2017 Q4	$2.31K	Hold	270	–	–	﹤0.01%	958
2017 Q3	$2.29K	Hold	270	–	–	﹤0.01%	943
2017 Q2	$2.3K	Hold	270	–	–	﹤0.01%	950
2017 Q1	$2.24K	Hold	270	–	–	﹤0.01%	931
2016 Q4	$2.17K	Hold	270	–	–	﹤0.01%	926
2016 Q3	$2.39K	Buy	+270	New	+$2.42K	﹤0.01%	911

Other funds holding DSM

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

RCM

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

Sutton Wealth Advisors's DSM Position: Q2 2018 in Review

Sutton Wealth Advisors sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q2 2018, closing a stake of 270 shares — an estimated $2.06K sold.

Sutton Wealth Advisors first reported a position in DSM in Q3 2016 and held it in 7 quarters. The position peaked at $2.39K in Q3 2016. 65 funds tracked by Wall St. Rank hold DSM as of Q2 2018.

Sutton Wealth Advisors reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q2 2018 after selling out during the quarter.
Sutton Wealth Advisors sold 270 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2018, an estimated $2.06K.
Sutton Wealth Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q3 2016 and held it in 7 quarters.
Sutton Wealth Advisors's BNY Mellon Strategic Municipal Bond Fund position peaked at $2.39K in Q3 2016.
65 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2018.

Based on Sutton Wealth Advisors's 13F filing for Q2 2018, filed 6 Nov 2023.