AWG
KSM

Altus Wealth Group’s DWS Strategic Municipal Income Trust KSM Stock Holding History

Altus Wealth Group’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
2021
Q1 		– Sell
-6,690
Closed -$76K – 804
2020
Q4 		$76K Buy
+6,690
New +$73.7K 0.07% 164

Other funds holding KSM

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Altus Wealth Group's KSM Position: Q1 2021 in Review

Altus Wealth Group sold out of DWS Strategic Municipal Income Trust (KSM) in Q1 2021, closing a stake of 6,690 shares — an estimated $76K sold.

Altus Wealth Group first reported a position in KSM in Q4 2020 and held it in 1 quarter. The position peaked at $76K in Q4 2020. 40 funds tracked by Wall St. Rank hold KSM as of Q1 2021.

  • Altus Wealth Group reported no remaining DWS Strategic Municipal Income Trust position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 6,690 DWS Strategic Municipal Income Trust shares in Q1 2021, an estimated $76K.
  • Altus Wealth Group first reported a position in DWS Strategic Municipal Income Trust in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's DWS Strategic Municipal Income Trust position peaked at $76K in Q4 2020.
  • 40 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.