Bank of Montreal
KSM

Bank of Montreal’s DWS Strategic Municipal Income Trust KSM Stock Holding History

Bank of Montreal’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
2013
Q3 		– Sell
-1,500
Closed -$21K – 3979
2013
Q2 		$21K Buy
+1,500
New +$22.3K ﹤0.01% 3073

Other funds holding KSM

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 31.93% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of Montreal's KSM Position: Q3 2013 in Review

Bank of Montreal sold out of DWS Strategic Municipal Income Trust (KSM) in Q3 2013, closing a stake of 1,500 shares — an estimated $21K sold.

Bank of Montreal first reported a position in KSM in Q2 2013 and held it in 1 quarter. The position peaked at $21K in Q2 2013. 13 funds tracked by Wall St. Rank hold KSM as of Q3 2013.

  • Bank of Montreal reported no remaining DWS Strategic Municipal Income Trust position as of Q3 2013 after selling out during the quarter.
  • Bank of Montreal sold 1,500 DWS Strategic Municipal Income Trust shares in Q3 2013, an estimated $21K.
  • Bank of Montreal first reported a position in DWS Strategic Municipal Income Trust in Q2 2013 and held it in 1 quarter.
  • Bank of Montreal's DWS Strategic Municipal Income Trust position peaked at $21K in Q2 2013.
  • 13 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q3 2013.

Based on Bank of Montreal's 13F filing for Q3 2013, filed 14 Nov 2013.