IIM
DSM

Ipswich Investment Management’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Ipswich Investment Management’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
Q1 		– Sell
-700
Closed -$5K – 233
2018
Q4 		$5K Buy
+700
New +$4.92K ﹤0.01% 403
2016
Q2 		– Sell
-700
Closed -$6K – 198
2016
Q1 		$6K Buy
+700
New +$5.85K ﹤0.01% 350

Other funds holding DSM

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 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

Ipswich Investment Management's DSM Position: Q1 2019 in Review

Ipswich Investment Management sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q1 2019, closing a stake of 700 shares — an estimated $5K sold.

Ipswich Investment Management first reported a position in DSM in Q1 2016 and held it in 2 quarters. The position peaked at $6K in Q1 2016. 67 funds tracked by Wall St. Rank hold DSM as of Q1 2019.

  • Ipswich Investment Management reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q1 2019 after selling out during the quarter.
  • Ipswich Investment Management sold 700 BNY Mellon Strategic Municipal Bond Fund shares in Q1 2019, an estimated $5K.
  • Ipswich Investment Management first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q1 2016 and held it in 2 quarters.
  • Ipswich Investment Management's BNY Mellon Strategic Municipal Bond Fund position peaked at $6K in Q1 2016.
  • 67 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q1 2019.

Based on Ipswich Investment Management's 13F filing for Q1 2019, filed 12 Apr 2019.