TC
DSM

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

Telemus Capital’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
Q1 		– Sell
-15,300
Closed -$128K – 355
2021
Q4 		$128K Hold
15,300
– – 0.01% 370
2021
Q3 		$122K Hold
15,300
– – 0.01% 343
2021
Q2 		$126K Sell
15,300
-10,750
-41% -$87.1K 0.01% 339
2021
Q1 		$205K Buy
26,050
+10,750
+70% +$84.1K 0.01% 374
2020
Q4 		$120K Buy
+15,300
New +$115K 0.01% 371

Other funds holding DSM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Telemus Capital's DSM Position: Q1 2022 in Review

Telemus Capital sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q1 2022, closing a stake of 15,300 shares — an estimated $128K sold.

Telemus Capital first reported a position in DSM in Q4 2020 and held it in 5 quarters. The position peaked at $205K in Q1 2021. 81 funds tracked by Wall St. Rank hold DSM as of Q1 2022.

  • Telemus Capital reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q1 2022 after selling out during the quarter.
  • Telemus Capital sold 15,300 BNY Mellon Strategic Municipal Bond Fund shares in Q1 2022, an estimated $128K.
  • Telemus Capital first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2020 and held it in 5 quarters.
  • Telemus Capital's BNY Mellon Strategic Municipal Bond Fund position peaked at $205K in Q1 2021.
  • 81 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q1 2022.

Based on Telemus Capital's 13F filing for Q1 2022, filed 6 Apr 2022.