First Command Bank’s DWS Strategic Municipal Income Trust KSM Stock Holding History

First Command Bank’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
2020 Q2	–	Sell	-4,043	Closed	-$42K	–	359
2020 Q1	$42K	Hold	4,043	–	–	0.02%	193
2019 Q4	$48K	Hold	4,043	–	–	0.02%	209
2019 Q3	$48K	Hold	4,043	–	–	0.02%	206
2019 Q2	$48K	Hold	4,043	–	–	0.02%	207
2019 Q1	$45K	Hold	4,043	–	–	0.02%	214
2018 Q4	$42K	Sell	4,043 -4,043	-50%	-$41.7K	0.02%	219
2018 Q3	$86K	Hold	8,086	–	–	0.02%	165
2018 Q2	$88K	Buy	8,086 +4,043	+100%	+$43.9K	0.03%	154
2018 Q1	$44.4K	Hold	4,043	–	–	0.02%	220
2017 Q4	$48K	Hold	4,043	–	–	0.03%	203
2017 Q3	$49K	Hold	4,043	–	–	0.03%	196
2017 Q2	$50K	Hold	4,043	–	–	0.03%	200
2017 Q1	$50K	Hold	4,043	–	–	0.04%	190
2016 Q4	$49K	Buy	+4,043	New	+$50.9K	0.04%	192

Other funds holding KSM

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ACA

Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

First Command Bank's KSM Position: Q2 2020 in Review

First Command Bank sold out of DWS Strategic Municipal Income Trust (KSM) in Q2 2020, closing a stake of 4,043 shares — an estimated $42K sold.

First Command Bank first reported a position in KSM in Q4 2016 and held it in 14 quarters. The position peaked at $88K in Q2 2018. 34 funds tracked by Wall St. Rank hold KSM as of Q2 2020.

First Command Bank reported no remaining DWS Strategic Municipal Income Trust position as of Q2 2020 after selling out during the quarter.
First Command Bank sold 4,043 DWS Strategic Municipal Income Trust shares in Q2 2020, an estimated $42K.
First Command Bank first reported a position in DWS Strategic Municipal Income Trust in Q4 2016 and held it in 14 quarters.
First Command Bank's DWS Strategic Municipal Income Trust position peaked at $88K in Q2 2018.
34 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q2 2020.

Based on First Command Bank's 13F filing for Q2 2020, filed 17 Jul 2020.