MCC
DSM

Money Concepts Capital’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Money Concepts Capital’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
-1,200
Closed -$6.94K – 1101
2022
Q4 		$6.94K Buy
+1,200
New +$6.79K ﹤0.01% 2197
2022
Q2 		– Sell
-1,200
Closed -$8K – 1724
2022
Q1 		$8K Buy
+1,200
New +$8.94K ﹤0.01% 2022

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

Money Concepts Capital's DSM Position: Q1 2023 in Review

Money Concepts Capital sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q1 2023, closing a stake of 1,200 shares — an estimated $6.94K sold.

Money Concepts Capital first reported a position in DSM in Q1 2022 and held it in 2 quarters. The position peaked at $8K in Q1 2022. 80 funds tracked by Wall St. Rank hold DSM as of Q1 2023.

  • Money Concepts Capital reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,200 BNY Mellon Strategic Municipal Bond Fund shares in Q1 2023, an estimated $6.94K.
  • Money Concepts Capital first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's BNY Mellon Strategic Municipal Bond Fund position peaked at $8K in Q1 2022.
  • 80 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.