Cathie Wood
DSM

Cathie Wood’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Cathie Wood’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
Q3 		– Sell
-445
Closed -$4K – 224
2019
Q2 		$4K Buy
+445
New +$3.5K ﹤0.01% 207

Other funds holding DSM

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Cathie Wood's DSM Position: Q3 2019 in Review

Cathie Wood sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q3 2019, closing a stake of 445 shares — an estimated $4K sold.

Cathie Wood first reported a position in DSM in Q2 2019 and held it in 1 quarter. The position peaked at $4K in Q2 2019. 58 funds tracked by Wall St. Rank hold DSM as of Q3 2019.

  • Cathie Wood reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q3 2019 after selling out during the quarter.
  • Cathie Wood sold 445 BNY Mellon Strategic Municipal Bond Fund shares in Q3 2019, an estimated $4K.
  • Cathie Wood first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q2 2019 and held it in 1 quarter.
  • Cathie Wood's BNY Mellon Strategic Municipal Bond Fund position peaked at $4K in Q2 2019.
  • 58 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q3 2019.

Based on ARK Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.