PTC
KSM

Private Trust Company’s DWS Strategic Municipal Income Trust KSM Stock Holding History

Private Trust Company’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
2014
Q4 		– Sell
-1,430
Closed -$19K – 1246
2014
Q3 		$19K Buy
+1,430
New +$19.4K 0.01% 879

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N
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UBS Group
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US Bancorp
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Wells Fargo
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WA
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Creative Planning
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Citigroup
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Private Trust Company's KSM Position: Q4 2014 in Review

Private Trust Company sold out of DWS Strategic Municipal Income Trust (KSM) in Q4 2014, closing a stake of 1,430 shares — an estimated $19K sold.

Private Trust Company first reported a position in KSM in Q3 2014 and held it in 1 quarter. The position peaked at $19K in Q3 2014. 12 funds tracked by Wall St. Rank hold KSM as of Q4 2014.

  • Private Trust Company reported no remaining DWS Strategic Municipal Income Trust position as of Q4 2014 after selling out during the quarter.
  • Private Trust Company sold 1,430 DWS Strategic Municipal Income Trust shares in Q4 2014, an estimated $19K.
  • Private Trust Company first reported a position in DWS Strategic Municipal Income Trust in Q3 2014 and held it in 1 quarter.
  • Private Trust Company's DWS Strategic Municipal Income Trust position peaked at $19K in Q3 2014.
  • 12 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q4 2014.

Based on Private Trust Company's 13F filing for Q4 2014, filed 28 Jan 2015.