FHA
DSM

Flagship Harbor Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Flagship Harbor Advisors’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
2020
Q4 		– Sell
-6,444
Closed -$46K – 834
2020
Q3 		$46K Hold
6,444
– – 0.01% 879
2020
Q2 		$46K Hold
6,444
– – 0.01% 874
2020
Q1 		$46K Buy
+6,444
New +$50.1K 0.01% 772

Other funds holding DSM

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Flagship Harbor Advisors's DSM Position: Q4 2020 in Review

Flagship Harbor Advisors sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q4 2020, closing a stake of 6,444 shares — an estimated $46K sold.

Flagship Harbor Advisors first reported a position in DSM in Q1 2020 and held it in 3 quarters. The position peaked at $46K in Q3 2020. 74 funds tracked by Wall St. Rank hold DSM as of Q4 2020.

  • Flagship Harbor Advisors reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q4 2020 after selling out during the quarter.
  • Flagship Harbor Advisors sold 6,444 BNY Mellon Strategic Municipal Bond Fund shares in Q4 2020, an estimated $46K.
  • Flagship Harbor Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q1 2020 and held it in 3 quarters.
  • Flagship Harbor Advisors's BNY Mellon Strategic Municipal Bond Fund position peaked at $46K in Q3 2020.
  • 74 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q4 2020.

Based on Flagship Harbor Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.