PP
DSM

Paloma Partners’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Paloma Partners’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
2013
Q4 		– Sell
-16,400
Closed -$126K – 1033
2013
Q3 		$126K Buy
16,400
+800
+5% +$6.07K 0.01% 834
2013
Q2 		$127K Buy
+15,600
New +$138K 0.01% 1046

Other funds holding DSM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Paloma Partners's DSM Position: Q4 2013 in Review

Paloma Partners sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q4 2013, closing a stake of 16,400 shares — an estimated $126K sold.

Paloma Partners first reported a position in DSM in Q2 2013 and held it in 2 quarters. The position peaked at $127K in Q2 2013. 39 funds tracked by Wall St. Rank hold DSM as of Q4 2013.

  • Paloma Partners reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q4 2013 after selling out during the quarter.
  • Paloma Partners sold 16,400 BNY Mellon Strategic Municipal Bond Fund shares in Q4 2013, an estimated $126K.
  • Paloma Partners first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q2 2013 and held it in 2 quarters.
  • Paloma Partners's BNY Mellon Strategic Municipal Bond Fund position peaked at $127K in Q2 2013.
  • 39 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q4 2013.

Based on Paloma Partners's 13F filing for Q4 2013, filed 14 Feb 2014.