CIBC Private Wealth Group
DSM

CIBC Private Wealth Group’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

CIBC Private Wealth Group’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
2014
Q4 		– Sell
-38,100
Closed -$307K – 609
2014
Q3 		$307K Hold
38,100
– – ﹤0.01% 570
2014
Q2 		$316K Hold
38,100
– – ﹤0.01% 563
2014
Q1 		$298K Buy
+38,100
New +$296K ﹤0.01% 552

Other funds holding DSM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIBC Private Wealth Group's DSM Position: Q4 2014 in Review

CIBC Private Wealth Group sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q4 2014, closing a stake of 38,100 shares — an estimated $307K sold.

CIBC Private Wealth Group first reported a position in DSM in Q1 2014 and held it in 3 quarters. The position peaked at $316K in Q2 2014. 50 funds tracked by Wall St. Rank hold DSM as of Q4 2014.

  • CIBC Private Wealth Group reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q4 2014 after selling out during the quarter.
  • CIBC Private Wealth Group sold 38,100 BNY Mellon Strategic Municipal Bond Fund shares in Q4 2014, an estimated $307K.
  • CIBC Private Wealth Group first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q1 2014 and held it in 3 quarters.
  • CIBC Private Wealth Group's BNY Mellon Strategic Municipal Bond Fund position peaked at $316K in Q2 2014.
  • 50 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q4 2014.

Based on CIBC Private Wealth Group's 13F filing for Q4 2014, filed 12 Feb 2015.