BBPWM
KSM

Blue Bell Private Wealth Management’s DWS Strategic Municipal Income Trust KSM Stock Holding History

Blue Bell Private Wealth 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
2024
Q2 		– Sell
-10,319
Closed -$92.3K – 737
2024
Q1 		$92.3K Buy
10,319
+5,414
+110% +$47.7K 0.02% 267
2023
Q4 		$42.4K Buy
+4,905
New +$39.1K 0.01% 349

Other funds holding KSM

SCM
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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Blue Bell Private Wealth Management's KSM Position: Q2 2024 in Review

Blue Bell Private Wealth Management sold out of DWS Strategic Municipal Income Trust (KSM) in Q2 2024, closing a stake of 10,319 shares — an estimated $92.3K sold.

Blue Bell Private Wealth Management first reported a position in KSM in Q4 2023 and held it in 2 quarters. The position peaked at $92.3K in Q1 2024. 34 funds tracked by Wall St. Rank hold KSM as of Q2 2024.

  • Blue Bell Private Wealth Management reported no remaining DWS Strategic Municipal Income Trust position as of Q2 2024 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 10,319 DWS Strategic Municipal Income Trust shares in Q2 2024, an estimated $92.3K.
  • Blue Bell Private Wealth Management first reported a position in DWS Strategic Municipal Income Trust in Q4 2023 and held it in 2 quarters.
  • Blue Bell Private Wealth Management's DWS Strategic Municipal Income Trust position peaked at $92.3K in Q1 2024.
  • 34 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q2 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.