GSC
KSM

Ground Swell Capital’s DWS Strategic Municipal Income Trust KSM Stock Holding History

Ground Swell Capital’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
2014
Q3 		$3K Buy
+200
New +$2.71K 0.01% 1781

Other funds holding KSM

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

Ground Swell Capital's KSM Position: Q3 2014 in Review

Ground Swell Capital opened a new position in DWS Strategic Municipal Income Trust (KSM) in Q3 2014: 200 shares worth $3K. The stake represents 0.01% of the portfolio and ranks #1781 among its holdings.

15 funds tracked by Wall St. Rank hold KSM as of Q3 2014.

  • Ground Swell Capital held 200 shares of DWS Strategic Municipal Income Trust worth $3K as of Q3 2014.
  • DWS Strategic Municipal Income Trust was a new Ground Swell Capital position in Q3 2014.
  • DWS Strategic Municipal Income Trust made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1781 holding.
  • 15 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.