WAM
DSM

Wealthspire Advisors (Maryland)’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Wealthspire Advisors (Maryland)’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
Q1 		– Hold
0
– – – 904
2018
Q4 		– Hold
0
– – – 912
2018
Q3 		– Hold
0
– – – 480
2018
Q2 		– Hold
0
– – – 450
2018
Q1 		– Hold
0
– – – 433
2017
Q3 		– Hold
0
– – – 234
2017
Q2 		– Hold
0
– – – 222

Other funds holding DSM

RCM
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $444M AUM 46.63% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return