Washington Trust’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Washington Trust’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
2021 Q4	–	Sell	-7,500	Closed	-$60K	–	970
2021 Q3	$60K	Hold	7,500	–	–	﹤0.01%	492
2021 Q2	$62K	Hold	7,500	–	–	﹤0.01%	479
2021 Q1	$59K	Hold	7,500	–	–	﹤0.01%	473
2020 Q4	$59K	Hold	7,500	–	–	﹤0.01%	459
2020 Q3	$55K	Buy	+7,500	New	+$56.2K	﹤0.01%	432

Other funds holding DSM

HWAM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Washington Trust's DSM Position: Q4 2021 in Review

Washington Trust sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q4 2021, closing a stake of 7,500 shares — an estimated $60K sold.

Washington Trust first reported a position in DSM in Q3 2020 and held it in 5 quarters. The position peaked at $62K in Q2 2021. 80 funds tracked by Wall St. Rank hold DSM as of Q4 2021.

Washington Trust reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q4 2021 after selling out during the quarter.
Washington Trust sold 7,500 BNY Mellon Strategic Municipal Bond Fund shares in Q4 2021, an estimated $60K.
Washington Trust first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q3 2020 and held it in 5 quarters.
Washington Trust's BNY Mellon Strategic Municipal Bond Fund position peaked at $62K in Q2 2021.
80 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q4 2021.

Based on Washington Trust's 13F filing for Q4 2021, filed 9 Feb 2022.