Rehmann Capital Advisory Group’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Rehmann Capital Advisory 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	-20,000	Closed	-$113K	–	561
2022 Q3	$113K	Buy	+20,000	New	+$127K	0.01%	500
2019 Q3	–	Sell	-4,502	Closed	-$35.7K	–	1757
2019 Q2	$35.7K	Hold	4,502	–	–	﹤0.01%	954
2019 Q1	$34.8K	Hold	4,502	–	–	﹤0.01%	937
2018 Q4	$31.4K	Hold	4,502	–	–	﹤0.01%	733
2018 Q3	$33K	Hold	4,502	–	–	﹤0.01%	955
2018 Q2	$34.1K	Hold	4,502	–	–	﹤0.01%	909
2018 Q1	$34K	Buy	+4,502	New	+$35.6K	0.01%	894

Other funds holding DSM

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rehmann Capital Advisory Group's DSM Position: Q4 2022 in Review

Rehmann Capital Advisory Group sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q4 2022, closing a stake of 20,000 shares — an estimated $113K sold.

Rehmann Capital Advisory Group first reported a position in DSM in Q1 2018 and held it in 7 quarters. The position peaked at $113K in Q3 2022. 86 funds tracked by Wall St. Rank hold DSM as of Q4 2022.

Rehmann Capital Advisory Group reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q4 2022 after selling out during the quarter.
Rehmann Capital Advisory Group sold 20,000 BNY Mellon Strategic Municipal Bond Fund shares in Q4 2022, an estimated $113K.
Rehmann Capital Advisory Group first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q1 2018 and held it in 7 quarters.
Rehmann Capital Advisory Group's BNY Mellon Strategic Municipal Bond Fund position peaked at $113K in Q3 2022.
86 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q4 2022.

Based on Rehmann Capital Advisory Group's 13F filing for Q4 2022, filed 10 Feb 2023.