6M
DSM

6 Meridian’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

6 Meridian’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
2021
Q4 		– Sell
-44,105
Closed -$352K – 414
2021
Q3 		$352K Sell
44,105
-1,404
-3% -$11.7K 0.03% 215
2021
Q2 		$375K Sell
45,509
-5,306
-10% -$43K 0.03% 207
2021
Q1 		$398K Sell
50,815
-429
-0.8% -$3.36K 0.03% 194
2020
Q4 		$403K Buy
51,244
+533
+1% +$4.01K 0.04% 168
2020
Q3 		$370K Buy
+50,711
New +$380K 0.04% 166

Other funds holding DSM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

6 Meridian's DSM Position: Q4 2021 in Review

6 Meridian sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q4 2021, closing a stake of 44,105 shares — an estimated $352K sold.

6 Meridian first reported a position in DSM in Q3 2020 and held it in 5 quarters. The position peaked at $403K in Q4 2020. 80 funds tracked by Wall St. Rank hold DSM as of Q4 2021.

  • 6 Meridian reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q4 2021 after selling out during the quarter.
  • 6 Meridian sold 44,105 BNY Mellon Strategic Municipal Bond Fund shares in Q4 2021, an estimated $352K.
  • 6 Meridian first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q3 2020 and held it in 5 quarters.
  • 6 Meridian's BNY Mellon Strategic Municipal Bond Fund position peaked at $403K in Q4 2020.
  • 80 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.