CT
DSM

Cambridge Trust’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Cambridge Trust’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
2022
Q1 		– Sell
-3,012
Closed -$25K – 981
2021
Q4 		$25K Buy
+3,012
New +$24.6K ﹤0.01% 650

Other funds holding DSM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Cambridge Trust's DSM Position: Q1 2022 in Review

Cambridge Trust sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q1 2022, closing a stake of 3,012 shares — an estimated $25K sold.

Cambridge Trust first reported a position in DSM in Q4 2021 and held it in 1 quarter. The position peaked at $25K in Q4 2021. 81 funds tracked by Wall St. Rank hold DSM as of Q1 2022.

  • Cambridge Trust reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q1 2022 after selling out during the quarter.
  • Cambridge Trust sold 3,012 BNY Mellon Strategic Municipal Bond Fund shares in Q1 2022, an estimated $25K.
  • Cambridge Trust first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2021 and held it in 1 quarter.
  • Cambridge Trust's BNY Mellon Strategic Municipal Bond Fund position peaked at $25K in Q4 2021.
  • 81 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q1 2022.

Based on Cambridge Trust's 13F filing for Q1 2022, filed 12 May 2022.