ICAS
KSM

Investors Capital Advisory Services’s DWS Strategic Municipal Income Trust KSM Stock Holding History

Investors Capital Advisory Services’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
2013
Q3 		– Sell
-10,500
Closed -$143K – 621
2013
Q2 		$143K Buy
+10,500
New +$156K 0.04% 454

Other funds holding KSM

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 31.93% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Investors Capital Advisory Services's KSM Position: Q3 2013 in Review

Investors Capital Advisory Services sold out of DWS Strategic Municipal Income Trust (KSM) in Q3 2013, closing a stake of 10,500 shares — an estimated $143K sold.

Investors Capital Advisory Services first reported a position in KSM in Q2 2013 and held it in 1 quarter. The position peaked at $143K in Q2 2013. 13 funds tracked by Wall St. Rank hold KSM as of Q3 2013.

  • Investors Capital Advisory Services reported no remaining DWS Strategic Municipal Income Trust position as of Q3 2013 after selling out during the quarter.
  • Investors Capital Advisory Services sold 10,500 DWS Strategic Municipal Income Trust shares in Q3 2013, an estimated $143K.
  • Investors Capital Advisory Services first reported a position in DWS Strategic Municipal Income Trust in Q2 2013 and held it in 1 quarter.
  • Investors Capital Advisory Services's DWS Strategic Municipal Income Trust position peaked at $143K in Q2 2013.
  • 13 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q3 2013.

Based on Investors Capital Advisory Services's 13F filing for Q3 2013, filed 6 Nov 2013.