WCM
DSM

WealthBridge Capital Management’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

WealthBridge Capital Management’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
2019
Q2 		– Sell
-487
Closed -$4K – 299
2019
Q1 		$4K Sell
487
-479
-50% -$3.59K ﹤0.01% 717
2018
Q4 		$7K Buy
+966
New +$6.79K 0.01% 573

Other funds holding DSM

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

WealthBridge Capital Management's DSM Position: Q2 2019 in Review

WealthBridge Capital Management sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q2 2019, closing a stake of 487 shares — an estimated $4K sold.

WealthBridge Capital Management first reported a position in DSM in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q4 2018. 64 funds tracked by Wall St. Rank hold DSM as of Q2 2019.

  • WealthBridge Capital Management reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 487 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2019, an estimated $4K.
  • WealthBridge Capital Management first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's BNY Mellon Strategic Municipal Bond Fund position peaked at $7K in Q4 2018.
  • 64 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.