NIC
KSM

Northwest Investment Counselors’s DWS Strategic Municipal Income Trust KSM Stock Holding History

Northwest Investment Counselors’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
Q3 		– Sell
-1,000
Closed -$12K – 358
2017
Q2 		$12K Buy
+1,000
New +$12.6K 0.01% 251

Other funds holding KSM

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Northwest Investment Counselors's KSM Position: Q3 2017 in Review

Northwest Investment Counselors sold out of DWS Strategic Municipal Income Trust (KSM) in Q3 2017, closing a stake of 1,000 shares — an estimated $12K sold.

Northwest Investment Counselors first reported a position in KSM in Q2 2017 and held it in 1 quarter. The position peaked at $12K in Q2 2017. 21 funds tracked by Wall St. Rank hold KSM as of Q3 2017.

  • Northwest Investment Counselors reported no remaining DWS Strategic Municipal Income Trust position as of Q3 2017 after selling out during the quarter.
  • Northwest Investment Counselors sold 1,000 DWS Strategic Municipal Income Trust shares in Q3 2017, an estimated $12K.
  • Northwest Investment Counselors first reported a position in DWS Strategic Municipal Income Trust in Q2 2017 and held it in 1 quarter.
  • Northwest Investment Counselors's DWS Strategic Municipal Income Trust position peaked at $12K in Q2 2017.
  • 21 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q3 2017.

Based on Northwest Investment Counselors's 13F filing for Q3 2017, filed 30 Oct 2017.