BPB
KSM

Badgley, Phelps & Bell’s DWS Strategic Municipal Income Trust KSM Stock Holding History

Badgley, Phelps & Bell’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
2020
Q4 		– Sell
-10,647
Closed -$116K – 221
2020
Q3 		$116K Buy
+10,647
New +$116K 0.01% 202

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PAS
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Badgley, Phelps & Bell's KSM Position: Q4 2020 in Review

Badgley, Phelps & Bell sold out of DWS Strategic Municipal Income Trust (KSM) in Q4 2020, closing a stake of 10,647 shares — an estimated $116K sold.

Badgley, Phelps & Bell first reported a position in KSM in Q3 2020 and held it in 1 quarter. The position peaked at $116K in Q3 2020. 40 funds tracked by Wall St. Rank hold KSM as of Q4 2020.

  • Badgley, Phelps & Bell reported no remaining DWS Strategic Municipal Income Trust position as of Q4 2020 after selling out during the quarter.
  • Badgley, Phelps & Bell sold 10,647 DWS Strategic Municipal Income Trust shares in Q4 2020, an estimated $116K.
  • Badgley, Phelps & Bell first reported a position in DWS Strategic Municipal Income Trust in Q3 2020 and held it in 1 quarter.
  • Badgley, Phelps & Bell's DWS Strategic Municipal Income Trust position peaked at $116K in Q3 2020.
  • 40 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q4 2020.

Based on Badgley, Phelps & Bell's 13F filing for Q4 2020, filed 11 Feb 2021.