AWE
KSM

Avidian Wealth Enterprises’s DWS Strategic Municipal Income Trust KSM Stock Holding History

Avidian Wealth Enterprises’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
2014
Q3 		– Sell
-10,385
Closed -$138K – 47
2014
Q2 		$138K Buy
+10,385
New +$137K 0.05% 46

Other funds holding KSM

GC
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return

Avidian Wealth Enterprises's KSM Position: Q3 2014 in Review

Avidian Wealth Enterprises sold out of DWS Strategic Municipal Income Trust (KSM) in Q3 2014, closing a stake of 10,385 shares — an estimated $138K sold.

Avidian Wealth Enterprises first reported a position in KSM in Q2 2014 and held it in 1 quarter. The position peaked at $138K in Q2 2014. 15 funds tracked by Wall St. Rank hold KSM as of Q3 2014.

  • Avidian Wealth Enterprises reported no remaining DWS Strategic Municipal Income Trust position as of Q3 2014 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 10,385 DWS Strategic Municipal Income Trust shares in Q3 2014, an estimated $138K.
  • Avidian Wealth Enterprises first reported a position in DWS Strategic Municipal Income Trust in Q2 2014 and held it in 1 quarter.
  • Avidian Wealth Enterprises's DWS Strategic Municipal Income Trust position peaked at $138K in Q2 2014.
  • 15 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q3 2014.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2014, filed 14 Nov 2014.