SS
DSM

Sunbelt Securities’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Sunbelt Securities’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
2020
Q1 		– Sell
-19,183
Closed -$153K – 441
2019
Q4 		$153K Buy
19,183
+11
+0.1% +$92 0.02% 564
2019
Q3 		$161K Buy
+19,172
New +$159K 0.02% 532

Other funds holding DSM

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Sunbelt Securities's DSM Position: Q1 2020 in Review

Sunbelt Securities sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q1 2020, closing a stake of 19,183 shares — an estimated $153K sold.

Sunbelt Securities first reported a position in DSM in Q3 2019 and held it in 2 quarters. The position peaked at $161K in Q3 2019. 72 funds tracked by Wall St. Rank hold DSM as of Q1 2020.

  • Sunbelt Securities reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q1 2020 after selling out during the quarter.
  • Sunbelt Securities sold 19,183 BNY Mellon Strategic Municipal Bond Fund shares in Q1 2020, an estimated $153K.
  • Sunbelt Securities first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q3 2019 and held it in 2 quarters.
  • Sunbelt Securities's BNY Mellon Strategic Municipal Bond Fund position peaked at $161K in Q3 2019.
  • 72 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q1 2020.

Based on Sunbelt Securities's 13F filing for Q1 2020, filed 15 May 2020.