CFG
DSM

CKW Financial Group’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

CKW Financial 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
2019
Q2 		– Sell
-2,974
Closed -$23K – 162
2019
Q1 		$23K Hold
2,974
– – ﹤0.01% 132
2018
Q4 		$21K Hold
2,974
– – ﹤0.01% 134
2018
Q3 		$22K Hold
2,974
– – ﹤0.01% 133
2018
Q2 		$23K Buy
+2,974
New +$22.5K ﹤0.01% 128

Other funds holding DSM

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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 $133B AUM 72.99% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

CKW Financial Group's DSM Position: Q2 2019 in Review

CKW Financial Group sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q2 2019, closing a stake of 2,974 shares — an estimated $23K sold.

CKW Financial Group first reported a position in DSM in Q2 2018 and held it in 4 quarters. The position peaked at $23K in Q1 2019. 64 funds tracked by Wall St. Rank hold DSM as of Q2 2019.

  • CKW Financial Group reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q2 2019 after selling out during the quarter.
  • CKW Financial Group sold 2,974 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2019, an estimated $23K.
  • CKW Financial Group first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q2 2018 and held it in 4 quarters.
  • CKW Financial Group's BNY Mellon Strategic Municipal Bond Fund position peaked at $23K in Q1 2019.
  • 64 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2019.

Based on CKW Financial Group's 13F filing for Q2 2019, filed 12 Aug 2019.