DBT
KSM

Dubuque Bank & Trust’s DWS Strategic Municipal Income Trust KSM Stock Holding History

Dubuque Bank & Trust’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
2015
Q3 		– Sell
-5,915
Closed -$76K – 645
2015
Q2 		$76K Hold
5,915
– – 0.01% 265
2015
Q1 		$82K Buy
+5,915
New +$83K 0.01% 233

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WRM
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Dubuque Bank & Trust's KSM Position: Q3 2015 in Review

Dubuque Bank & Trust sold out of DWS Strategic Municipal Income Trust (KSM) in Q3 2015, closing a stake of 5,915 shares — an estimated $76K sold.

Dubuque Bank & Trust first reported a position in KSM in Q1 2015 and held it in 2 quarters. The position peaked at $82K in Q1 2015. 16 funds tracked by Wall St. Rank hold KSM as of Q3 2015.

  • Dubuque Bank & Trust reported no remaining DWS Strategic Municipal Income Trust position as of Q3 2015 after selling out during the quarter.
  • Dubuque Bank & Trust sold 5,915 DWS Strategic Municipal Income Trust shares in Q3 2015, an estimated $76K.
  • Dubuque Bank & Trust first reported a position in DWS Strategic Municipal Income Trust in Q1 2015 and held it in 2 quarters.
  • Dubuque Bank & Trust's DWS Strategic Municipal Income Trust position peaked at $82K in Q1 2015.
  • 16 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q3 2015.

Based on Dubuque Bank & Trust's 13F filing for Q3 2015, filed 13 Nov 2015.