SCA
DSM

Samson Capital Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Samson Capital Advisors’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
2015
Q3 		$3.97M Buy
508,869
+77,976
+18% +$602K 1.74% 16
2015
Q2 		$3.31M Buy
+430,893
New +$3.41M 2.21% 9

Other funds holding DSM

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSA
Liberty Street Advisors New York $507M AUM 59.45% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Samson Capital Advisors's DSM Position: Q3 2015 in Review

Samson Capital Advisors increased its BNY Mellon Strategic Municipal Bond Fund (DSM) stake by 18% in Q3 2015, buying an estimated $602K and bringing the position to 508,869 shares worth $3.97M. The position accounts for 1.74% of the portfolio, ranked #16.

Samson Capital Advisors first reported a position in DSM in Q2 2015 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold DSM as of Q3 2015.

  • Samson Capital Advisors held 508,869 shares of BNY Mellon Strategic Municipal Bond Fund worth $3.97M as of Q3 2015.
  • Samson Capital Advisors bought 77,976 BNY Mellon Strategic Municipal Bond Fund shares in Q3 2015, an estimated $602K.
  • BNY Mellon Strategic Municipal Bond Fund made up 1.74% of Samson Capital Advisors's portfolio in Q3 2015, its #16 holding.
  • Samson Capital Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q2 2015 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q3 2015.

Based on Samson Capital Advisors's 13F filing for Q3 2015, filed 22 Oct 2015.