BAM
KSM

Barrett Asset Management’s DWS Strategic Municipal Income Trust KSM Stock Holding History

Barrett Asset Management’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
Q1 		– Sell
-2,800
Closed -$33K – 406
2017
Q4 		$33K Buy
+2,800
New +$33.5K ﹤0.01% 283

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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 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
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Barrett Asset Management's KSM Position: Q1 2018 in Review

Barrett Asset Management sold out of DWS Strategic Municipal Income Trust (KSM) in Q1 2018, closing a stake of 2,800 shares — an estimated $33K sold.

Barrett Asset Management first reported a position in KSM in Q4 2017 and held it in 1 quarter. The position peaked at $33K in Q4 2017. 27 funds tracked by Wall St. Rank hold KSM as of Q1 2018.

  • Barrett Asset Management reported no remaining DWS Strategic Municipal Income Trust position as of Q1 2018 after selling out during the quarter.
  • Barrett Asset Management sold 2,800 DWS Strategic Municipal Income Trust shares in Q1 2018, an estimated $33K.
  • Barrett Asset Management first reported a position in DWS Strategic Municipal Income Trust in Q4 2017 and held it in 1 quarter.
  • Barrett Asset Management's DWS Strategic Municipal Income Trust position peaked at $33K in Q4 2017.
  • 27 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q1 2018.

Based on Barrett Asset Management's 13F filing for Q1 2018, filed 27 Apr 2018.