IWM
KSM

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

IHT 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
2018
Q2 		– Sell
-2,117
Closed -$23K – 1438
2018
Q1 		$23K Buy
2,117
+28
+1% +$314 0.01% 928
2017
Q4 		$25K Buy
2,089
+27
+1% +$323 0.01% 925
2017
Q3 		$25K Buy
2,062
+27
+1% +$335 0.01% 713
2017
Q2 		$1 Buy
2,035
+28
+1% +$354 ﹤0.01% 1383
2017
Q1 		$25K Buy
2,007
+27
+1% +$335 0.02% 599
2016
Q4 		$24K Buy
+1,980
New +$24.9K 0.02% 578

Other funds holding KSM

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ICM
Ionic Capital Management New York $1.37B AUM 48.26% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

IHT Wealth Management's KSM Position: Q2 2018 in Review

IHT Wealth Management sold out of DWS Strategic Municipal Income Trust (KSM) in Q2 2018, closing a stake of 2,117 shares — an estimated $23K sold.

IHT Wealth Management first reported a position in KSM in Q4 2016 and held it in 6 quarters. The position peaked at $25K in Q4 2017. 21 funds tracked by Wall St. Rank hold KSM as of Q2 2018.

  • IHT Wealth Management reported no remaining DWS Strategic Municipal Income Trust position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 2,117 DWS Strategic Municipal Income Trust shares in Q2 2018, an estimated $23K.
  • IHT Wealth Management first reported a position in DWS Strategic Municipal Income Trust in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's DWS Strategic Municipal Income Trust position peaked at $25K in Q4 2017.
  • 21 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.