APP
KSM

Avantax Planning Partners’s DWS Strategic Municipal Income Trust KSM Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-3,200
Closed -$34K – 1262
2018
Q3 		$34K Buy
+3,200
New +$34.6K ﹤0.01% 576
2018
Q2 		– Sell
-3,200
Closed -$35K – 1574
2018
Q1 		$35K Buy
+3,200
New +$35.9K ﹤0.01% 603

Other funds holding KSM

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GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Avantax Planning Partners's KSM Position: Q4 2018 in Review

Avantax Planning Partners sold out of DWS Strategic Municipal Income Trust (KSM) in Q4 2018, closing a stake of 3,200 shares — an estimated $34K sold.

Avantax Planning Partners first reported a position in KSM in Q1 2018 and held it in 2 quarters. The position peaked at $35K in Q1 2018. 27 funds tracked by Wall St. Rank hold KSM as of Q4 2018.

  • Avantax Planning Partners reported no remaining DWS Strategic Municipal Income Trust position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 3,200 DWS Strategic Municipal Income Trust shares in Q4 2018, an estimated $34K.
  • Avantax Planning Partners first reported a position in DWS Strategic Municipal Income Trust in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's DWS Strategic Municipal Income Trust position peaked at $35K in Q1 2018.
  • 27 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.