GWM
KSM

Geneos Wealth Management’s DWS Strategic Municipal Income Trust KSM Stock Holding History

Geneos Wealth Management’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
2019
Q3 		– Sell
-1,626
Closed -$19K – 2563
2019
Q2 		$19K Hold
1,626
– – ﹤0.01% 1665
2019
Q1 		$18K Sell
1,626
-484
-23% -$5.33K ﹤0.01% 1630
2018
Q4 		$21K Hold
2,110
– – ﹤0.01% 1494
2018
Q3 		$22K Buy
+2,110
New +$22.8K ﹤0.01% 1541

Other funds holding KSM

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Geneos Wealth Management's KSM Position: Q3 2019 in Review

Geneos Wealth Management sold out of DWS Strategic Municipal Income Trust (KSM) in Q3 2019, closing a stake of 1,626 shares — an estimated $19K sold.

Geneos Wealth Management first reported a position in KSM in Q3 2018 and held it in 4 quarters. The position peaked at $22K in Q3 2018. 23 funds tracked by Wall St. Rank hold KSM as of Q3 2019.

  • Geneos Wealth Management reported no remaining DWS Strategic Municipal Income Trust position as of Q3 2019 after selling out during the quarter.
  • Geneos Wealth Management sold 1,626 DWS Strategic Municipal Income Trust shares in Q3 2019, an estimated $19K.
  • Geneos Wealth Management first reported a position in DWS Strategic Municipal Income Trust in Q3 2018 and held it in 4 quarters.
  • Geneos Wealth Management's DWS Strategic Municipal Income Trust position peaked at $22K in Q3 2018.
  • 23 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q3 2019.

Based on Geneos Wealth Management's 13F filing for Q3 2019, filed 7 Sep 2021.