BSW
DSM

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

Buckingham Strategic Wealth’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
2020
Q1 		– Sell
-45,467
Closed -$363K – 479
2019
Q4 		$363K Hold
45,467
– – 0.03% 310
2019
Q3 		$382K Buy
+45,467
New +$378K 0.04% 275

Other funds holding DSM

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Buckingham Strategic Wealth's DSM Position: Q1 2020 in Review

Buckingham Strategic Wealth sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q1 2020, closing a stake of 45,467 shares — an estimated $363K sold.

Buckingham Strategic Wealth first reported a position in DSM in Q3 2019 and held it in 2 quarters. The position peaked at $382K in Q3 2019. 72 funds tracked by Wall St. Rank hold DSM as of Q1 2020.

  • Buckingham Strategic Wealth reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q1 2020 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 45,467 BNY Mellon Strategic Municipal Bond Fund shares in Q1 2020, an estimated $363K.
  • Buckingham Strategic Wealth first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q3 2019 and held it in 2 quarters.
  • Buckingham Strategic Wealth's BNY Mellon Strategic Municipal Bond Fund position peaked at $382K in Q3 2019.
  • 72 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q1 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2020, filed 7 May 2020.