UFA
DSM

US Financial Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

US Financial 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
2016
Q2 		– Sell
-4,400
Closed -$37K – 127
2016
Q1 		$37K Buy
4,400
+600
+16% +$5.02K 0.06% 102
2015
Q4 		$31K Buy
+3,800
New +$30.2K 0.03% 189

Other funds holding DSM

Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

US Financial Advisors's DSM Position: Q2 2016 in Review

US Financial Advisors sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q2 2016, closing a stake of 4,400 shares — an estimated $37K sold.

US Financial Advisors first reported a position in DSM in Q4 2015 and held it in 2 quarters. The position peaked at $37K in Q1 2016. 53 funds tracked by Wall St. Rank hold DSM as of Q2 2016.

  • US Financial Advisors reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 4,400 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2016, an estimated $37K.
  • US Financial Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2015 and held it in 2 quarters.
  • US Financial Advisors's BNY Mellon Strategic Municipal Bond Fund position peaked at $37K in Q1 2016.
  • 53 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.