ME
KSM

McIlrath & Eck’s DWS Strategic Municipal Income Trust KSM Stock Holding History

McIlrath & Eck’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
2022
Q3 		– Sell
-500
Closed -$5K – 912
2022
Q2 		$5K Hold
500
– – ﹤0.01% 630
2022
Q1 		$5K Hold
500
– – ﹤0.01% 652
2021
Q4 		$6K Hold
500
– – ﹤0.01% 618
2021
Q3 		$6K Hold
500
– – ﹤0.01% 616
2021
Q2 		$6K Hold
500
– – ﹤0.01% 612
2021
Q1 		$6K Hold
500
– – ﹤0.01% 576
2020
Q4 		$6K Hold
500
– – ﹤0.01% 518
2020
Q3 		$5K Hold
500
– – ﹤0.01% 497
2020
Q2 		$5K Hold
500
– – ﹤0.01% 491
2020
Q1 		$5K Hold
500
– – ﹤0.01% 455
2019
Q4 		$6K Buy
+500
New +$6.02K ﹤0.01% 466

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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return

McIlrath & Eck's KSM Position: Q3 2022 in Review

McIlrath & Eck sold out of DWS Strategic Municipal Income Trust (KSM) in Q3 2022, closing a stake of 500 shares — an estimated $5K sold.

McIlrath & Eck first reported a position in KSM in Q4 2019 and held it in 11 quarters. The position peaked at $6K in Q4 2021. 34 funds tracked by Wall St. Rank hold KSM as of Q3 2022.

  • McIlrath & Eck reported no remaining DWS Strategic Municipal Income Trust position as of Q3 2022 after selling out during the quarter.
  • McIlrath & Eck sold 500 DWS Strategic Municipal Income Trust shares in Q3 2022, an estimated $5K.
  • McIlrath & Eck first reported a position in DWS Strategic Municipal Income Trust in Q4 2019 and held it in 11 quarters.
  • McIlrath & Eck's DWS Strategic Municipal Income Trust position peaked at $6K in Q4 2021.
  • 34 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q3 2022.

Based on McIlrath & Eck's 13F filing for Q3 2022, filed 18 Oct 2022.