BCM
DSM

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

Brookstone 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
2023
Q3 		– Sell
-16,000
Closed -$91.9K – 842
2023
Q2 		$91.9K Hold
16,000
– – ﹤0.01% 804
2023
Q1 		$93.9K Buy
+16,000
New +$93.6K ﹤0.01% 808
2022
Q3 		– Sell
-12,077
Closed -$78K – 790
2022
Q2 		$78K Buy
12,077
+1,531
+15% +$9.95K ﹤0.01% 743
2022
Q1 		$73K Buy
+10,546
New +$78.6K ﹤0.01% 758

Other funds holding DSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Brookstone Capital Management's DSM Position: Q3 2023 in Review

Brookstone Capital Management sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q3 2023, closing a stake of 16,000 shares — an estimated $91.9K sold.

Brookstone Capital Management first reported a position in DSM in Q1 2022 and held it in 4 quarters. The position peaked at $93.9K in Q1 2023. 90 funds tracked by Wall St. Rank hold DSM as of Q3 2023.

  • Brookstone Capital Management reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q3 2023 after selling out during the quarter.
  • Brookstone Capital Management sold 16,000 BNY Mellon Strategic Municipal Bond Fund shares in Q3 2023, an estimated $91.9K.
  • Brookstone Capital Management first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q1 2022 and held it in 4 quarters.
  • Brookstone Capital Management's BNY Mellon Strategic Municipal Bond Fund position peaked at $93.9K in Q1 2023.
  • 90 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q3 2023.

Based on Brookstone Capital Management's 13F filing for Q3 2023, filed 20 Oct 2023.