CA
KSM

Calton & Associates’s DWS Strategic Municipal Income Trust KSM Stock Holding History

Calton & Associates’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
-8,310
Closed -$95K – 1337
2017
Q4 		$95K Buy
+8,310
New +$99.5K 0.02% 504

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 $463M AUM 13.33% 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 $7.59B AUM 23.38% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Calton & Associates's KSM Position: Q1 2018 in Review

Calton & Associates sold out of DWS Strategic Municipal Income Trust (KSM) in Q1 2018, closing a stake of 8,310 shares — an estimated $95K sold.

Calton & Associates first reported a position in KSM in Q4 2017 and held it in 1 quarter. The position peaked at $95K in Q4 2017. 27 funds tracked by Wall St. Rank hold KSM as of Q1 2018.

  • Calton & Associates reported no remaining DWS Strategic Municipal Income Trust position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 8,310 DWS Strategic Municipal Income Trust shares in Q1 2018, an estimated $95K.
  • Calton & Associates first reported a position in DWS Strategic Municipal Income Trust in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's DWS Strategic Municipal Income Trust position peaked at $95K in Q4 2017.
  • 27 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.