GT
DSM

Greenleaf Trust’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Greenleaf Trust’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
2022
Q1 		– Sell
-15,000
Closed -$125K – 765
2021
Q4 		$125K Hold
15,000
– – ﹤0.01% 747
2021
Q3 		$120K Hold
15,000
– – ﹤0.01% 710
2021
Q2 		$123K Buy
+15,000
New +$121K ﹤0.01% 716

Other funds holding DSM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Greenleaf Trust's DSM Position: Q1 2022 in Review

Greenleaf Trust sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q1 2022, closing a stake of 15,000 shares — an estimated $125K sold.

Greenleaf Trust first reported a position in DSM in Q2 2021 and held it in 3 quarters. The position peaked at $125K in Q4 2021. 81 funds tracked by Wall St. Rank hold DSM as of Q1 2022.

  • Greenleaf Trust reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q1 2022 after selling out during the quarter.
  • Greenleaf Trust sold 15,000 BNY Mellon Strategic Municipal Bond Fund shares in Q1 2022, an estimated $125K.
  • Greenleaf Trust first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q2 2021 and held it in 3 quarters.
  • Greenleaf Trust's BNY Mellon Strategic Municipal Bond Fund position peaked at $125K in Q4 2021.
  • 81 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q1 2022.

Based on Greenleaf Trust's 13F filing for Q1 2022, filed 27 Apr 2022.