HA
KSM

Herold Advisors’s DWS Strategic Municipal Income Trust KSM Stock Holding History

Herold Advisors’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
2022
Q2 		– Sell
-1,500
Closed -$15.5K – 709
2022
Q1 		$15.5K Buy
+1,500
New +$16.5K 0.01% 547
2021
Q4 		– Sell
-1,500
Closed -$18K – 685
2021
Q3 		$18K Buy
+1,500
New +$18.9K 0.01% 535

Other funds holding KSM

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return

Herold Advisors's KSM Position: Q2 2022 in Review

Herold Advisors sold out of DWS Strategic Municipal Income Trust (KSM) in Q2 2022, closing a stake of 1,500 shares — an estimated $15.5K sold.

Herold Advisors first reported a position in KSM in Q3 2021 and held it in 2 quarters. The position peaked at $18K in Q3 2021. 37 funds tracked by Wall St. Rank hold KSM as of Q2 2022.

  • Herold Advisors reported no remaining DWS Strategic Municipal Income Trust position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 1,500 DWS Strategic Municipal Income Trust shares in Q2 2022, an estimated $15.5K.
  • Herold Advisors first reported a position in DWS Strategic Municipal Income Trust in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's DWS Strategic Municipal Income Trust position peaked at $18K in Q3 2021.
  • 37 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.