Cetera Investment Advisers
KSM

Cetera Investment Advisers’s DWS Strategic Municipal Income Trust KSM Stock Holding History

Cetera Investment Advisers’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
2023
Q2 		– Sell
-10,410
Closed -$88.3K – 2320
2023
Q1 		$88.3K Sell
10,410
-857
-8% -$7.27K ﹤0.01% 2067
2022
Q4 		$92K Buy
+11,267
New +$90.3K ﹤0.01% 2000

Other funds holding KSM

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Cetera Investment Advisers's KSM Position: Q2 2023 in Review

Cetera Investment Advisers sold out of DWS Strategic Municipal Income Trust (KSM) in Q2 2023, closing a stake of 10,410 shares — an estimated $88.3K sold.

Cetera Investment Advisers first reported a position in KSM in Q4 2022 and held it in 2 quarters. The position peaked at $92K in Q4 2022. 37 funds tracked by Wall St. Rank hold KSM as of Q2 2023.

  • Cetera Investment Advisers reported no remaining DWS Strategic Municipal Income Trust position as of Q2 2023 after selling out during the quarter.
  • Cetera Investment Advisers sold 10,410 DWS Strategic Municipal Income Trust shares in Q2 2023, an estimated $88.3K.
  • Cetera Investment Advisers first reported a position in DWS Strategic Municipal Income Trust in Q4 2022 and held it in 2 quarters.
  • Cetera Investment Advisers's DWS Strategic Municipal Income Trust position peaked at $92K in Q4 2022.
  • 37 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q2 2023.

Based on Cetera Investment Advisers's 13F filing for Q2 2023, filed 10 Aug 2023.