MIG
KSM

Mariner Investment Group’s DWS Strategic Municipal Income Trust KSM Stock Holding History

Mariner Investment Group’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
2019
Q1 		– Sell
-28,702
Closed -$296K – 108
2018
Q4 		$296K Sell
28,702
-2,568
-8% -$26.5K 0.41% 75
2018
Q3 		$331K Sell
31,270
-21,390
-41% -$231K 0.67% 49
2018
Q2 		$573K Hold
52,660
– – 1.23% 30
2018
Q1 		$579K Hold
52,660
– – 0.57% 29
2017
Q4 		$620K Buy
+52,660
New +$630K 0.26% 47

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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Mariner Investment Group's KSM Position: Q1 2019 in Review

Mariner Investment Group sold out of DWS Strategic Municipal Income Trust (KSM) in Q1 2019, closing a stake of 28,702 shares — an estimated $296K sold.

Mariner Investment Group first reported a position in KSM in Q4 2017 and held it in 5 quarters. The position peaked at $620K in Q4 2017. 25 funds tracked by Wall St. Rank hold KSM as of Q1 2019.

  • Mariner Investment Group reported no remaining DWS Strategic Municipal Income Trust position as of Q1 2019 after selling out during the quarter.
  • Mariner Investment Group sold 28,702 DWS Strategic Municipal Income Trust shares in Q1 2019, an estimated $296K.
  • Mariner Investment Group first reported a position in DWS Strategic Municipal Income Trust in Q4 2017 and held it in 5 quarters.
  • Mariner Investment Group's DWS Strategic Municipal Income Trust position peaked at $620K in Q4 2017.
  • 25 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q1 2019.

Based on Mariner Investment Group's 13F filing for Q1 2019, filed 10 May 2019.