FPCP
KSM

Fort Point Capital Partners’s DWS Strategic Municipal Income Trust KSM Stock Holding History

Fort Point Capital Partners’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
Q4 		– Sell
-15,861
Closed -$119K – 325
2023
Q3 		$119K Buy
+15,861
New +$130K 0.02% 272

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1CP
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BI
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RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LSC
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AC
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Fort Point Capital Partners's KSM Position: Q4 2023 in Review

Fort Point Capital Partners sold out of DWS Strategic Municipal Income Trust (KSM) in Q4 2023, closing a stake of 15,861 shares — an estimated $119K sold.

Fort Point Capital Partners first reported a position in KSM in Q3 2023 and held it in 1 quarter. The position peaked at $119K in Q3 2023. 37 funds tracked by Wall St. Rank hold KSM as of Q4 2023.

  • Fort Point Capital Partners reported no remaining DWS Strategic Municipal Income Trust position as of Q4 2023 after selling out during the quarter.
  • Fort Point Capital Partners sold 15,861 DWS Strategic Municipal Income Trust shares in Q4 2023, an estimated $119K.
  • Fort Point Capital Partners first reported a position in DWS Strategic Municipal Income Trust in Q3 2023 and held it in 1 quarter.
  • Fort Point Capital Partners's DWS Strategic Municipal Income Trust position peaked at $119K in Q3 2023.
  • 37 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q4 2023.

Based on Fort Point Capital Partners's 13F filing for Q4 2023, filed 9 Feb 2024.