MIG
DSM

Mariner Investment Group’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Mariner Investment Group’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
Q4 		– Sell
-147,870
Closed -$837K – 94
2022
Q3 		$837K Buy
147,870
+127,870
+639% +$812K 0.93% 17
2022
Q2 		$124K Buy
+20,000
New +$130K 0.13% 163
2021
Q1 		– Sell
-298,876
Closed -$2.35M – 75
2020
Q4 		$2.35M Hold
298,876
– – 4.77% 4
2020
Q3 		$2.18M Buy
298,876
+85,008
+40% +$637K 6.04% 6
2020
Q2 		$1.55M Buy
213,868
+65,539
+44% +$463K 5.59% 6
2020
Q1 		$1.06M Buy
+148,329
New +$1.15M 3.62% 6
2015
Q1 		– Sell
-71,015
Closed -$565K – 192
2014
Q4 		$565K Buy
+71,015
New +$569K 0.1% 157
2014
Q2 		– Sell
-29,875
Closed -$233K – 250
2014
Q1 		$233K Sell
29,875
-63,745
-68% -$495K 0.05% 163
2013
Q4 		$695K Buy
+93,620
New +$696K 0.1% 147

Other funds holding DSM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mariner Investment Group's DSM Position: Q4 2022 in Review

Mariner Investment Group sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q4 2022, closing a stake of 147,870 shares — an estimated $837K sold.

Mariner Investment Group first reported a position in DSM in Q4 2013 and held it in 9 quarters. The position peaked at $2.35M in Q4 2020. 86 funds tracked by Wall St. Rank hold DSM as of Q4 2022.

  • Mariner Investment Group reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q4 2022 after selling out during the quarter.
  • Mariner Investment Group sold 147,870 BNY Mellon Strategic Municipal Bond Fund shares in Q4 2022, an estimated $837K.
  • Mariner Investment Group first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2013 and held it in 9 quarters.
  • Mariner Investment Group's BNY Mellon Strategic Municipal Bond Fund position peaked at $2.35M in Q4 2020.
  • 86 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q4 2022.

Based on Mariner Investment Group's 13F filing for Q4 2022, filed 14 Feb 2023.