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

Next Financial 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
2021 Q4	$1K	Hold	104	–	–	﹤0.01%	2825
2021 Q3	$1K	Sell	104 -36	-26%	-$454	﹤0.01%	2709
2021 Q2	$2K	Hold	140	–	–	﹤0.01%	2462
2021 Q1	$2K	Sell	140 -202	-59%	-$2.37K	﹤0.01%	2347
2020 Q4	$4K	Hold	342	–	–	﹤0.01%	2059
2020 Q3	$4K	Buy	+342	New	+$3.74K	﹤0.01%	1935
2020 Q2	–	Sell	-294	Closed	-$3K	–	1974
2020 Q1	$3K	Sell	294 -170	-37%	-$1.98K	﹤0.01%	1875
2019 Q4	$6K	Hold	464	–	–	﹤0.01%	1939
2019 Q3	$6K	Hold	464	–	–	﹤0.01%	1881
2019 Q2	$6K	Hold	464	–	–	﹤0.01%	1854
2019 Q1	$5K	Buy	+464	New	+$5.11K	﹤0.01%	1277

Other funds holding KSM

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 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

Next Financial Group's KSM Position: Q4 2021 in Review

Next Financial Group held its DWS Strategic Municipal Income Trust (KSM) position steady in Q4 2021 at 104 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2825.

Next Financial Group first reported a position in KSM in Q1 2019 and has held it in 11 quarters since. The position peaked at $6K in Q4 2019. 34 funds tracked by Wall St. Rank hold KSM as of Q4 2021.

Next Financial Group held 104 shares of DWS Strategic Municipal Income Trust worth $1K as of Q4 2021.
Next Financial Group left its DWS Strategic Municipal Income Trust share count unchanged in Q4 2021.
DWS Strategic Municipal Income Trust made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2825 holding.
Next Financial Group first reported a position in DWS Strategic Municipal Income Trust in Q1 2019 and has held it in 11 quarters since.
Next Financial Group's DWS Strategic Municipal Income Trust position peaked at $6K in Q4 2019.
34 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.