PA
KSM

PFG Advisors’s DWS Strategic Municipal Income Trust KSM Stock Holding History

PFG Advisors’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
-13,899
Closed -$127K – 551
2022
Q2 		$127K Hold
13,899
– – 0.01% 382
2022
Q1 		$144K Hold
13,899
– – 0.01% 401
2021
Q4 		$169K Hold
13,899
– – 0.02% 514
2021
Q3 		$171K Hold
13,899
– – 0.02% 492
2021
Q2 		$175K Hold
13,899
– – 0.02% 468
2021
Q1 		$164K Buy
+13,899
New +$163K 0.02% 444

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 $497M AUM 16.31% 1-Year Est. Return

PFG Advisors's KSM Position: Q3 2022 in Review

PFG Advisors sold out of DWS Strategic Municipal Income Trust (KSM) in Q3 2022, closing a stake of 13,899 shares — an estimated $127K sold.

PFG Advisors first reported a position in KSM in Q1 2021 and held it in 6 quarters. The position peaked at $175K in Q2 2021. 34 funds tracked by Wall St. Rank hold KSM as of Q3 2022.

  • PFG Advisors reported no remaining DWS Strategic Municipal Income Trust position as of Q3 2022 after selling out during the quarter.
  • PFG Advisors sold 13,899 DWS Strategic Municipal Income Trust shares in Q3 2022, an estimated $127K.
  • PFG Advisors first reported a position in DWS Strategic Municipal Income Trust in Q1 2021 and held it in 6 quarters.
  • PFG Advisors's DWS Strategic Municipal Income Trust position peaked at $175K in Q2 2021.
  • 34 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q3 2022.

Based on PFG Advisors's 13F filing for Q3 2022, filed 14 Oct 2022.