DA
KSM

Doliver Advisors’s DWS Strategic Municipal Income Trust KSM Stock Holding History

Doliver Advisors’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
Q3 		– Sell
-14,233
Closed -$155K – 312
2018
Q2 		$155K Sell
14,233
-11
-0.1% -$119 0.06% 263
2018
Q1 		$157K Buy
14,244
+3,407
+31% +$38.2K 0.07% 269
2017
Q4 		$128K Sell
10,837
-4,050
-27% -$48.5K 0.05% 280
2017
Q3 		$182K Buy
+14,887
New +$185K 0.08% 223
2016
Q3 		– Sell
-16,262
Closed -$235K – 253
2016
Q2 		$235K Buy
+16,262
New +$226K 0.2% 129

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
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Doliver Advisors's KSM Position: Q3 2018 in Review

Doliver Advisors sold out of DWS Strategic Municipal Income Trust (KSM) in Q3 2018, closing a stake of 14,233 shares — an estimated $155K sold.

Doliver Advisors first reported a position in KSM in Q2 2016 and held it in 5 quarters. The position peaked at $235K in Q2 2016. 30 funds tracked by Wall St. Rank hold KSM as of Q3 2018.

  • Doliver Advisors reported no remaining DWS Strategic Municipal Income Trust position as of Q3 2018 after selling out during the quarter.
  • Doliver Advisors sold 14,233 DWS Strategic Municipal Income Trust shares in Q3 2018, an estimated $155K.
  • Doliver Advisors first reported a position in DWS Strategic Municipal Income Trust in Q2 2016 and held it in 5 quarters.
  • Doliver Advisors's DWS Strategic Municipal Income Trust position peaked at $235K in Q2 2016.
  • 30 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q3 2018.

Based on Doliver Advisors's 13F filing for Q3 2018, filed 2 Nov 2018.