HBW
DSM

Hazlett, Burt & Watson’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Hazlett, Burt & Watson’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
2023
Q1 		– Sell
-720
Closed -$4K – 632
2022
Q4 		$4K Hold
720
– – ﹤0.01% 533
2022
Q3 		$4K Hold
720
– – ﹤0.01% 524
2022
Q2 		$4K Hold
720
– – ﹤0.01% 522
2022
Q1 		$5K Buy
+720
New +$5.36K ﹤0.01% 518

Other funds holding DSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hazlett, Burt & Watson's DSM Position: Q1 2023 in Review

Hazlett, Burt & Watson sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q1 2023, closing a stake of 720 shares — an estimated $4K sold.

Hazlett, Burt & Watson first reported a position in DSM in Q1 2022 and held it in 4 quarters. The position peaked at $5K in Q1 2022. 80 funds tracked by Wall St. Rank hold DSM as of Q1 2023.

  • Hazlett, Burt & Watson reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q1 2023 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 720 BNY Mellon Strategic Municipal Bond Fund shares in Q1 2023, an estimated $4K.
  • Hazlett, Burt & Watson first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q1 2022 and held it in 4 quarters.
  • Hazlett, Burt & Watson's BNY Mellon Strategic Municipal Bond Fund position peaked at $5K in Q1 2022.
  • 80 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q1 2023.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2023, filed 27 Apr 2023.