BFEC
KSM

Benjamin F. Edwards & Company’s DWS Strategic Municipal Income Trust KSM Stock Holding History

Benjamin F. Edwards & Company’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
2016
Q3 		– Sell
-600
Closed -$9K – 1159
2016
Q2 		$9K Hold
600
– – ﹤0.01% 834
2016
Q1 		$8K Hold
600
– – ﹤0.01% 857
2015
Q4 		$8K Hold
600
– – ﹤0.01% 896
2015
Q3 		$8K Hold
600
– – ﹤0.01% 927
2015
Q2 		$8K Hold
600
– – ﹤0.01% 977
2015
Q1 		$8K Hold
600
– – ﹤0.01% 951
2014
Q4 		$8K Hold
600
– – ﹤0.01% 841
2014
Q3 		$8K Hold
600
– – ﹤0.01% 816
2014
Q2 		$8K Hold
600
– – ﹤0.01% 772
2014
Q1 		$8K Hold
600
– – ﹤0.01% 722
2013
Q4 		$7K Buy
+600
New +$7.41K ﹤0.01% 714

Other funds holding KSM

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Benjamin F. Edwards & Company's KSM Position: Q3 2016 in Review

Benjamin F. Edwards & Company sold out of DWS Strategic Municipal Income Trust (KSM) in Q3 2016, closing a stake of 600 shares — an estimated $9K sold.

Benjamin F. Edwards & Company first reported a position in KSM in Q4 2013 and held it in 11 quarters. The position peaked at $9K in Q2 2016. 14 funds tracked by Wall St. Rank hold KSM as of Q3 2016.

  • Benjamin F. Edwards & Company reported no remaining DWS Strategic Municipal Income Trust position as of Q3 2016 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 600 DWS Strategic Municipal Income Trust shares in Q3 2016, an estimated $9K.
  • Benjamin F. Edwards & Company first reported a position in DWS Strategic Municipal Income Trust in Q4 2013 and held it in 11 quarters.
  • Benjamin F. Edwards & Company's DWS Strategic Municipal Income Trust position peaked at $9K in Q2 2016.
  • 14 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q3 2016.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2016, filed 24 Oct 2016.