SSC
DMB

Syverson Strege & Co’s BNY Mellon Municipal Bond Infrastructure Fund DMB Stock Holding History

Syverson Strege & Co’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
2021
Q1 		– Sell
-3,555
Closed -$50K – 264
2020
Q4 		$50K Buy
+3,555
New +$48.8K 0.05% 111

Other funds holding DMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Syverson Strege & Co's DMB Position: Q1 2021 in Review

Syverson Strege & Co sold out of BNY Mellon Municipal Bond Infrastructure Fund (DMB) in Q1 2021, closing a stake of 3,555 shares — an estimated $50K sold.

Syverson Strege & Co first reported a position in DMB in Q4 2020 and held it in 1 quarter. The position peaked at $50K in Q4 2020. 42 funds tracked by Wall St. Rank hold DMB as of Q1 2021.

  • Syverson Strege & Co reported no remaining BNY Mellon Municipal Bond Infrastructure Fund position as of Q1 2021 after selling out during the quarter.
  • Syverson Strege & Co sold 3,555 BNY Mellon Municipal Bond Infrastructure Fund shares in Q1 2021, an estimated $50K.
  • Syverson Strege & Co first reported a position in BNY Mellon Municipal Bond Infrastructure Fund in Q4 2020 and held it in 1 quarter.
  • Syverson Strege & Co's BNY Mellon Municipal Bond Infrastructure Fund position peaked at $50K in Q4 2020.
  • 42 funds tracked by Wall St. Rank held BNY Mellon Municipal Bond Infrastructure Fund as of Q1 2021.

Based on Syverson Strege & Co's 13F filing for Q1 2021, filed 7 May 2021.