DADC
KSM

D.A. Davidson & Co’s DWS Strategic Municipal Income Trust KSM Stock Holding History

D.A. Davidson & Co’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
2017
Q3 		– Sell
-500
Closed -$6K – 2060
2017
Q2 		$6K Hold
500
– – ﹤0.01% 2182
2017
Q1 		$6K Hold
500
– – ﹤0.01% 2152
2016
Q4 		$6K Buy
+500
New +$6.29K ﹤0.01% 2230

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

D.A. Davidson & Co's KSM Position: Q3 2017 in Review

D.A. Davidson & Co sold out of DWS Strategic Municipal Income Trust (KSM) in Q3 2017, closing a stake of 500 shares — an estimated $6K sold.

D.A. Davidson & Co first reported a position in KSM in Q4 2016 and held it in 3 quarters. The position peaked at $6K in Q2 2017. 21 funds tracked by Wall St. Rank hold KSM as of Q3 2017.

  • D.A. Davidson & Co reported no remaining DWS Strategic Municipal Income Trust position as of Q3 2017 after selling out during the quarter.
  • D.A. Davidson & Co sold 500 DWS Strategic Municipal Income Trust shares in Q3 2017, an estimated $6K.
  • D.A. Davidson & Co first reported a position in DWS Strategic Municipal Income Trust in Q4 2016 and held it in 3 quarters.
  • D.A. Davidson & Co's DWS Strategic Municipal Income Trust position peaked at $6K in Q2 2017.
  • 21 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q3 2017.

Based on D.A. Davidson & Co's 13F filing for Q3 2017, filed 8 Nov 2017.