Karpus Investment Management’s DWS Strategic Municipal Income Trust KSM Stock Holding History

Karpus Investment 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
2021 Q3	–	Sell	-11,450	Closed	-$144K	–	317
2021 Q2	$144K	Hold	11,450	–	–	﹤0.01%	289
2021 Q1	$135K	Hold	11,450	–	–	﹤0.01%	294
2020 Q4	$131K	Sell	11,450 -1,650	-13%	-$18.2K	﹤0.01%	217
2020 Q3	$142K	Hold	13,100	–	–	0.01%	201
2020 Q2	$138K	Buy	+13,100	New	+$133K	0.01%	192
2019 Q1	–	Sell	-11,390	Closed	-$118K	–	229
2018 Q4	$118K	Hold	11,390	–	–	﹤0.01%	203
2018 Q3	$121K	Buy	+11,390	New	+$123K	﹤0.01%	191

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

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

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Karpus Investment Management's KSM Position: Q3 2021 in Review

Karpus Investment Management sold out of DWS Strategic Municipal Income Trust (KSM) in Q3 2021, closing a stake of 11,450 shares — an estimated $144K sold.

Karpus Investment Management first reported a position in KSM in Q3 2018 and held it in 7 quarters. The position peaked at $144K in Q2 2021. 36 funds tracked by Wall St. Rank hold KSM as of Q3 2021.

Karpus Investment Management reported no remaining DWS Strategic Municipal Income Trust position as of Q3 2021 after selling out during the quarter.
Karpus Investment Management sold 11,450 DWS Strategic Municipal Income Trust shares in Q3 2021, an estimated $144K.
Karpus Investment Management first reported a position in DWS Strategic Municipal Income Trust in Q3 2018 and held it in 7 quarters.
Karpus Investment Management's DWS Strategic Municipal Income Trust position peaked at $144K in Q2 2021.
36 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q3 2021.

Based on Karpus Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.