AIM
KSM

Advantage Investment Management’s DWS Strategic Municipal Income Trust KSM Stock Holding History

Advantage Investment Management’s Portfolio KSM Stock Details KSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,154
Closed -$13K – 1050
2018
Q1 		$13K Buy
+1,154
New +$12.9K 0.01% 629

Other funds holding KSM

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ICM
Ionic Capital Management New York $1.37B AUM 48.26% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Advantage Investment Management's KSM Position: Q2 2018 in Review

Advantage Investment Management sold out of DWS Strategic Municipal Income Trust (KSM) in Q2 2018, closing a stake of 1,154 shares — an estimated $13K sold.

Advantage Investment Management first reported a position in KSM in Q1 2018 and held it in 1 quarter. The position peaked at $13K in Q1 2018. 21 funds tracked by Wall St. Rank hold KSM as of Q2 2018.

  • Advantage Investment Management reported no remaining DWS Strategic Municipal Income Trust position as of Q2 2018 after selling out during the quarter.
  • Advantage Investment Management sold 1,154 DWS Strategic Municipal Income Trust shares in Q2 2018, an estimated $13K.
  • Advantage Investment Management first reported a position in DWS Strategic Municipal Income Trust in Q1 2018 and held it in 1 quarter.
  • Advantage Investment Management's DWS Strategic Municipal Income Trust position peaked at $13K in Q1 2018.
  • 21 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q2 2018.

Based on Advantage Investment Management's 13F filing for Q2 2018, filed 13 Aug 2018.