AAM
KSM

Advisors Asset Management’s DWS Strategic Municipal Income Trust KSM Stock Holding History

Advisors Asset 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
2013
Q3 		– Sell
-21,218
Closed -$290K – 1803
2013
Q2 		$290K Buy
+21,218
New +$315K 0.01% 1003

Other funds holding KSM

GC
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LPL Financial
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisors Asset Management's KSM Position: Q3 2013 in Review

Advisors Asset Management sold out of DWS Strategic Municipal Income Trust (KSM) in Q3 2013, closing a stake of 21,218 shares — an estimated $290K sold.

Advisors Asset Management first reported a position in KSM in Q2 2013 and held it in 1 quarter. The position peaked at $290K in Q2 2013. 13 funds tracked by Wall St. Rank hold KSM as of Q3 2013.

  • Advisors Asset Management reported no remaining DWS Strategic Municipal Income Trust position as of Q3 2013 after selling out during the quarter.
  • Advisors Asset Management sold 21,218 DWS Strategic Municipal Income Trust shares in Q3 2013, an estimated $290K.
  • Advisors Asset Management first reported a position in DWS Strategic Municipal Income Trust in Q2 2013 and held it in 1 quarter.
  • Advisors Asset Management's DWS Strategic Municipal Income Trust position peaked at $290K in Q2 2013.
  • 13 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q3 2013.

Based on Advisors Asset Management's 13F filing for Q3 2013, filed 15 Nov 2013.