CFD
DSM

Creative Financial Designs’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Creative Financial Designs’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
2018
Q3 		– Sell
-193
Closed -$1K – 759
2018
Q2 		$1K Buy
193
+3
+2% +$23 ﹤0.01% 697
2018
Q1 		$1K Buy
190
+3
+2% +$24 ﹤0.01% 647
2017
Q4 		$2K Buy
+187
New +$1.58K ﹤0.01% 596
2017
Q2 		– Sell
-175
Closed -$1K – 773
2017
Q1 		$1K Hold
175
– – ﹤0.01% 646
2016
Q4 		$1K Buy
+175
New +$1.45K ﹤0.01% 645

Other funds holding DSM

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Creative Financial Designs's DSM Position: Q3 2018 in Review

Creative Financial Designs sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q3 2018, closing a stake of 193 shares — an estimated $1K sold.

Creative Financial Designs first reported a position in DSM in Q4 2016 and held it in 5 quarters. The position peaked at $2K in Q4 2017. 70 funds tracked by Wall St. Rank hold DSM as of Q3 2018.

  • Creative Financial Designs reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q3 2018 after selling out during the quarter.
  • Creative Financial Designs sold 193 BNY Mellon Strategic Municipal Bond Fund shares in Q3 2018, an estimated $1K.
  • Creative Financial Designs first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2016 and held it in 5 quarters.
  • Creative Financial Designs's BNY Mellon Strategic Municipal Bond Fund position peaked at $2K in Q4 2017.
  • 70 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q3 2018.

Based on Creative Financial Designs's 13F filing for Q3 2018, filed 2 Nov 2018.