MF
KSM

Manchester Financial’s DWS Strategic Municipal Income Trust KSM Stock Holding History

Manchester Financial’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
Q2 		– Sell
-3,500
Closed -$41K – 705
2021
Q1 		$41K Hold
3,500
– – 0.02% 204
2020
Q4 		$40K Hold
3,500
– – 0.02% 180
2020
Q3 		$38K Hold
3,500
– – 0.03% 163
2020
Q2 		$37K Hold
3,500
– – 0.03% 155
2020
Q1 		$36K Buy
+3,500
New +$40.7K 0.03% 147

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
GC
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

Manchester Financial's KSM Position: Q2 2021 in Review

Manchester Financial sold out of DWS Strategic Municipal Income Trust (KSM) in Q2 2021, closing a stake of 3,500 shares — an estimated $41K sold.

Manchester Financial first reported a position in KSM in Q1 2020 and held it in 5 quarters. The position peaked at $41K in Q1 2021. 36 funds tracked by Wall St. Rank hold KSM as of Q2 2021.

  • Manchester Financial reported no remaining DWS Strategic Municipal Income Trust position as of Q2 2021 after selling out during the quarter.
  • Manchester Financial sold 3,500 DWS Strategic Municipal Income Trust shares in Q2 2021, an estimated $41K.
  • Manchester Financial first reported a position in DWS Strategic Municipal Income Trust in Q1 2020 and held it in 5 quarters.
  • Manchester Financial's DWS Strategic Municipal Income Trust position peaked at $41K in Q1 2021.
  • 36 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q2 2021.

Based on Manchester Financial's 13F filing for Q2 2021, filed 21 Jul 2021.