Northwestern Mutual Wealth Management
KSM

Northwestern Mutual Wealth Management’s DWS Strategic Municipal Income Trust KSM Stock Holding History

Northwestern Mutual Wealth Management’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
2024
Q3 		– Sell
-863
Closed -$8.51K – 3910
2024
Q2 		$8.51K Buy
+863
New +$8.28K ﹤0.01% 2699
2019
Q3 		– Sell
-2,720
Closed -$32K – 2728
2019
Q2 		$32K Hold
2,720
– – ﹤0.01% 1558
2019
Q1 		$31K Buy
2,720
+2,400
+750% +$26.4K ﹤0.01% 1554
2018
Q4 		$3K Sell
320
-4,795
-94% -$49.5K ﹤0.01% 2158
2018
Q3 		$54K Sell
5,115
-5,824
-53% -$62.9K ﹤0.01% 1285
2018
Q2 		$119K Sell
10,939
-16,967
-61% -$184K ﹤0.01% 938
2018
Q1 		$307K Sell
27,906
-9,921
-26% -$111K ﹤0.01% 632
2017
Q4 		$446K Buy
37,827
+6,434
+20% +$77K ﹤0.01% 537
2017
Q3 		$383K Buy
31,393
+20,393
+185% +$253K ﹤0.01% 533
2017
Q2 		$137K Hold
11,000
– – ﹤0.01% 783
2017
Q1 		$136K Hold
11,000
– – ﹤0.01% 741
2016
Q4 		$134K Buy
+11,000
New +$138K ﹤0.01% 744

Other funds holding KSM

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management's KSM Position: Q3 2024 in Review

Northwestern Mutual Wealth Management sold out of DWS Strategic Municipal Income Trust (KSM) in Q3 2024, closing a stake of 863 shares — an estimated $8.51K sold.

Northwestern Mutual Wealth Management first reported a position in KSM in Q4 2016 and held it in 12 quarters. The position peaked at $446K in Q4 2017. 36 funds tracked by Wall St. Rank hold KSM as of Q3 2024.

  • Northwestern Mutual Wealth Management reported no remaining DWS Strategic Municipal Income Trust position as of Q3 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 863 DWS Strategic Municipal Income Trust shares in Q3 2024, an estimated $8.51K.
  • Northwestern Mutual Wealth Management first reported a position in DWS Strategic Municipal Income Trust in Q4 2016 and held it in 12 quarters.
  • Northwestern Mutual Wealth Management's DWS Strategic Municipal Income Trust position peaked at $446K in Q4 2017.
  • 36 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q3 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.