RPG
KSM

Risk Paradigm Group’s DWS Strategic Municipal Income Trust KSM Stock Holding History

Risk Paradigm Group’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
2016
Q2 		– Sell
-930
Closed -$12.8K – 243
2016
Q1 		$12.8K Hold
930
– – 0.02% 199
2015
Q4 		$12.3K Hold
930
– – 0.01% 212
2015
Q3 		$11.9K Hold
930
– – 0.02% 200
2015
Q2 		$12K Hold
930
– – 0.01% 197
2015
Q1 		$12.9K Buy
+930
New +$13.1K 0.01% 198

Other funds holding KSM

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Risk Paradigm Group's KSM Position: Q2 2016 in Review

Risk Paradigm Group sold out of DWS Strategic Municipal Income Trust (KSM) in Q2 2016, closing a stake of 930 shares — an estimated $12.8K sold.

Risk Paradigm Group first reported a position in KSM in Q1 2015 and held it in 5 quarters. The position peaked at $12.9K in Q1 2015. 16 funds tracked by Wall St. Rank hold KSM as of Q2 2016.

  • Risk Paradigm Group reported no remaining DWS Strategic Municipal Income Trust position as of Q2 2016 after selling out during the quarter.
  • Risk Paradigm Group sold 930 DWS Strategic Municipal Income Trust shares in Q2 2016, an estimated $12.8K.
  • Risk Paradigm Group first reported a position in DWS Strategic Municipal Income Trust in Q1 2015 and held it in 5 quarters.
  • Risk Paradigm Group's DWS Strategic Municipal Income Trust position peaked at $12.9K in Q1 2015.
  • 16 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q2 2016.

Based on Risk Paradigm Group's 13F filing for Q2 2016, filed 15 Aug 2016.