OFG
DSM

OTA Financial Group’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

OTA Financial 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
2023
Q1 		– Sell
-79,794
Closed -$461K – 55
2022
Q4 		$461K Buy
+79,794
New +$451K 0.46% 33

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WP
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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

OTA Financial Group's DSM Position: Q1 2023 in Review

OTA Financial Group sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q1 2023, closing a stake of 79,794 shares — an estimated $461K sold.

OTA Financial Group first reported a position in DSM in Q4 2022 and held it in 1 quarter. The position peaked at $461K in Q4 2022. 80 funds tracked by Wall St. Rank hold DSM as of Q1 2023.

  • OTA Financial Group reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q1 2023 after selling out during the quarter.
  • OTA Financial Group sold 79,794 BNY Mellon Strategic Municipal Bond Fund shares in Q1 2023, an estimated $461K.
  • OTA Financial Group first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2022 and held it in 1 quarter.
  • OTA Financial Group's BNY Mellon Strategic Municipal Bond Fund position peaked at $461K in Q4 2022.
  • 80 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q1 2023.

Based on OTA Financial Group's 13F filing for Q1 2023, filed 4 May 2023.