KeyBank National Association
KSM

KeyBank National Association’s DWS Strategic Municipal Income Trust KSM Stock Holding History

KeyBank National Association’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
2017
Q4 		– Sell
-15,970
Closed -$195K – 1114
2017
Q3 		$195K Sell
15,970
-5,020
-24% -$62.3K ﹤0.01% 1041
2017
Q2 		$262K Sell
20,990
-855
-4% -$10.8K ﹤0.01% 978
2017
Q1 		$271K Hold
21,845
– – ﹤0.01% 996
2016
Q4 		$265K Hold
21,845
– – ﹤0.01% 999
2016
Q3 		$313K Buy
+21,845
New +$318K ﹤0.01% 974

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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

KeyBank National Association's KSM Position: Q4 2017 in Review

KeyBank National Association sold out of DWS Strategic Municipal Income Trust (KSM) in Q4 2017, closing a stake of 15,970 shares — an estimated $195K sold.

KeyBank National Association first reported a position in KSM in Q3 2016 and held it in 5 quarters. The position peaked at $313K in Q3 2016. 26 funds tracked by Wall St. Rank hold KSM as of Q4 2017.

  • KeyBank National Association reported no remaining DWS Strategic Municipal Income Trust position as of Q4 2017 after selling out during the quarter.
  • KeyBank National Association sold 15,970 DWS Strategic Municipal Income Trust shares in Q4 2017, an estimated $195K.
  • KeyBank National Association first reported a position in DWS Strategic Municipal Income Trust in Q3 2016 and held it in 5 quarters.
  • KeyBank National Association's DWS Strategic Municipal Income Trust position peaked at $313K in Q3 2016.
  • 26 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q4 2017.

Based on KeyBank National Association's 13F filing for Q4 2017, filed 8 Feb 2018.