JWM
KSM

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

Jackson 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
2015
Q2 		– Sell
-1,794
Closed -$25K – 125
2015
Q1 		$25K Buy
+1,794
New +$25.2K 0.01% 115

Other funds holding KSM

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RPG
Risk Paradigm Group Austin, Texas $117M AUM
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Jackson Wealth Management's KSM Position: Q2 2015 in Review

Jackson Wealth Management sold out of DWS Strategic Municipal Income Trust (KSM) in Q2 2015, closing a stake of 1,794 shares — an estimated $25K sold.

Jackson Wealth Management first reported a position in KSM in Q1 2015 and held it in 1 quarter. The position peaked at $25K in Q1 2015. 14 funds tracked by Wall St. Rank hold KSM as of Q2 2015.

  • Jackson Wealth Management reported no remaining DWS Strategic Municipal Income Trust position as of Q2 2015 after selling out during the quarter.
  • Jackson Wealth Management sold 1,794 DWS Strategic Municipal Income Trust shares in Q2 2015, an estimated $25K.
  • Jackson Wealth Management first reported a position in DWS Strategic Municipal Income Trust in Q1 2015 and held it in 1 quarter.
  • Jackson Wealth Management's DWS Strategic Municipal Income Trust position peaked at $25K in Q1 2015.
  • 14 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q2 2015.

Based on Jackson Wealth Management's 13F filing for Q2 2015, filed 29 Jul 2015.