PMG
KMM

ProVise Management Group’s Deutsche Multi-Market Incm Trust KMM Stock Holding History

ProVise Management Group’s Portfolio KMM Stock Details KMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-36,202
Closed -$321K – 328
2014
Q3 		$321K Sell
36,202
-1,000
-3% -$9.21K 0.07% 246
2014
Q2 		$352K Hold
37,202
– – 0.08% 246
2014
Q1 		$354K Buy
37,202
+750
+2% +$7.01K 0.09% 217
2013
Q4 		$342K Hold
36,452
– – 0.09% 219
2013
Q3 		$365K Sell
36,452
-2,750
-7% -$28.4K 0.1% 209
2013
Q2 		$382K Buy
+39,202
New +$430K 0.11% 200

Other funds holding KMM

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
PAM
PT Asset Management Chicago, Illinois $13.7M AUM 9.34% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

ProVise Management Group's KMM Position: Q4 2014 in Review

ProVise Management Group sold out of Deutsche Multi-Market Incm Trust (KMM) in Q4 2014, closing a stake of 36,202 shares — an estimated $321K sold.

ProVise Management Group first reported a position in KMM in Q2 2013 and held it in 6 quarters. The position peaked at $382K in Q2 2013. 41 funds tracked by Wall St. Rank hold KMM as of Q4 2014.

  • ProVise Management Group reported no remaining Deutsche Multi-Market Incm Trust position as of Q4 2014 after selling out during the quarter.
  • ProVise Management Group sold 36,202 Deutsche Multi-Market Incm Trust shares in Q4 2014, an estimated $321K.
  • ProVise Management Group first reported a position in Deutsche Multi-Market Incm Trust in Q2 2013 and held it in 6 quarters.
  • ProVise Management Group's Deutsche Multi-Market Incm Trust position peaked at $382K in Q2 2013.
  • 41 funds tracked by Wall St. Rank held Deutsche Multi-Market Incm Trust as of Q4 2014.

Based on ProVise Management Group's 13F filing for Q4 2014, filed 11 Feb 2015.