MAFM
DSM

Mid Atlantic Financial Management’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Mid Atlantic Financial 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
2021
Q2 		– Sell
-18,500
Closed -$145K – 930
2021
Q1 		$145K Buy
18,500
+700
+4% +$5.48K 0.01% 809
2020
Q4 		$140K Sell
17,800
-1,500
-8% -$11.3K 0.01% 756
2020
Q3 		$146K Sell
19,300
-1,100
-5% -$8.24K 0.01% 698
2020
Q2 		$148K Sell
20,400
-5,900
-22% -$41.7K 0.01% 672
2020
Q1 		$189K Buy
26,300
+1,600
+6% +$12.4K 0.02% 571
2019
Q4 		$197K Sell
24,700
-4,000
-14% -$33.3K 0.02% 654
2019
Q3 		$241K Sell
28,700
-7,500
-21% -$62.4K 0.03% 575
2019
Q2 		$287K Buy
36,200
+500
+1% +$3.94K 0.03% 533
2019
Q1 		$276K Sell
35,700
-22,000
-38% -$165K 0.03% 531
2018
Q4 		$403K Buy
+57,700
New +$405K 0.05% 392

Other funds holding DSM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Mid Atlantic Financial Management's DSM Position: Q2 2021 in Review

Mid Atlantic Financial Management sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q2 2021, closing a stake of 18,500 shares — an estimated $145K sold.

Mid Atlantic Financial Management first reported a position in DSM in Q4 2018 and held it in 10 quarters. The position peaked at $403K in Q4 2018. 71 funds tracked by Wall St. Rank hold DSM as of Q2 2021.

  • Mid Atlantic Financial Management reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q2 2021 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 18,500 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2021, an estimated $145K.
  • Mid Atlantic Financial Management first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2018 and held it in 10 quarters.
  • Mid Atlantic Financial Management's BNY Mellon Strategic Municipal Bond Fund position peaked at $403K in Q4 2018.
  • 71 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q2 2021, filed 10 Aug 2021.