VWA
DSM

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

V 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
2017
Q3 		– Sell
-1,500
Closed -$13K – 330
2017
Q2 		$13K Buy
+1,500
New +$12.7K 0.01% 516

Other funds holding DSM

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

V Wealth Advisors's DSM Position: Q3 2017 in Review

V Wealth Advisors sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q3 2017, closing a stake of 1,500 shares — an estimated $13K sold.

V Wealth Advisors first reported a position in DSM in Q2 2017 and held it in 1 quarter. The position peaked at $13K in Q2 2017. 53 funds tracked by Wall St. Rank hold DSM as of Q3 2017.

  • V Wealth Advisors reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 1,500 BNY Mellon Strategic Municipal Bond Fund shares in Q3 2017, an estimated $13K.
  • V Wealth Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's BNY Mellon Strategic Municipal Bond Fund position peaked at $13K in Q2 2017.
  • 53 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.