Ameriprise
KSM

Ameriprise’s DWS Strategic Municipal Income Trust KSM Stock Holding History

Ameriprise’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
2017
Q3 		– Sell
-11,776
Closed -$147K – 3776
2017
Q2 		$147K Sell
11,776
-13,263
-53% -$168K ﹤0.01% 3614
2017
Q1 		$310K Buy
25,039
+1,575
+7% +$19.6K ﹤0.01% 3332
2016
Q4 		$285K Sell
23,464
-656
-3% -$8.26K ﹤0.01% 3506
2016
Q3 		$346K Buy
24,120
+15
+0.1% +$218 ﹤0.01% 3326
2016
Q2 		$346K Buy
24,105
+7,956
+49% +$110K ﹤0.01% 3323
2016
Q1 		$222K Buy
16,149
+275
+2% +$3.74K ﹤0.01% 3488
2015
Q4 		$210K Buy
15,874
+3,947
+33% +$51.3K ﹤0.01% 3638
2015
Q3 		$152K Hold
11,927
– – ﹤0.01% 3684
2015
Q2 		$154K Buy
+11,927
New +$161K ﹤0.01% 3882
2014
Q4 		– Sell
-5,622
Closed -$76K – 4508
2014
Q3 		$76K Buy
+5,622
New +$76.1K ﹤0.01% 3804
2013
Q4 		– Sell
-8,154
Closed -$103K – 5452
2013
Q3 		$103K Buy
8,154
+4,658
+133% +$58K ﹤0.01% 3449
2013
Q2 		$48K Buy
+3,496
New +$51.9K ﹤0.01% 3735

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Ameriprise's KSM Position: Q3 2017 in Review

Ameriprise sold out of DWS Strategic Municipal Income Trust (KSM) in Q3 2017, closing a stake of 11,776 shares — an estimated $147K sold.

Ameriprise first reported a position in KSM in Q2 2013 and held it in 12 quarters. The position peaked at $346K in Q3 2016. 21 funds tracked by Wall St. Rank hold KSM as of Q3 2017.

  • Ameriprise reported no remaining DWS Strategic Municipal Income Trust position as of Q3 2017 after selling out during the quarter.
  • Ameriprise sold 11,776 DWS Strategic Municipal Income Trust shares in Q3 2017, an estimated $147K.
  • Ameriprise first reported a position in DWS Strategic Municipal Income Trust in Q2 2013 and held it in 12 quarters.
  • Ameriprise's DWS Strategic Municipal Income Trust position peaked at $346K in Q3 2016.
  • 21 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q3 2017.

Based on Ameriprise's 13F filing for Q3 2017, filed 7 Nov 2017.