RP
KSM

Riverbridge Partners’s DWS Strategic Municipal Income Trust KSM Stock Holding History

Riverbridge Partners’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
Q2 		– Sell
-64,081
Closed -$573K – 186
2024
Q1 		$573K Sell
64,081
-1,256
-2% -$11.1K 0.01% 136
2023
Q4 		$565K Buy
65,337
+599
+0.9% +$4.77K 0.01% 146
2023
Q3 		$487K Buy
64,738
+4,907
+8% +$40.3K 0.01% 150
2023
Q2 		$508K Sell
59,831
-5,123
-8% -$42.9K 0.01% 145
2023
Q1 		$551K Sell
64,954
-445
-0.7% -$3.77K 0.01% 143
2022
Q4 		$534K Buy
65,399
+4,501
+7% +$36.1K 0.01% 148
2022
Q3 		$482K Buy
60,898
+535
+0.9% +$4.87K 0.01% 153
2022
Q2 		$551K Buy
+60,363
New +$570K 0.01% 147

Other funds holding KSM

SCM
Saba Capital Management New York $3.62B AUM 13% 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 0.66% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $374B AUM 17.66% 1-Year Est. Return

Riverbridge Partners's KSM Position: Q2 2024 in Review

Riverbridge Partners sold out of DWS Strategic Municipal Income Trust (KSM) in Q2 2024, closing a stake of 64,081 shares — an estimated $573K sold.

Riverbridge Partners first reported a position in KSM in Q2 2022 and held it in 8 quarters. The position peaked at $573K in Q1 2024. 34 funds tracked by Wall St. Rank hold KSM as of Q2 2024.

  • Riverbridge Partners reported no remaining DWS Strategic Municipal Income Trust position as of Q2 2024 after selling out during the quarter.
  • Riverbridge Partners sold 64,081 DWS Strategic Municipal Income Trust shares in Q2 2024, an estimated $573K.
  • Riverbridge Partners first reported a position in DWS Strategic Municipal Income Trust in Q2 2022 and held it in 8 quarters.
  • Riverbridge Partners's DWS Strategic Municipal Income Trust position peaked at $573K in Q1 2024.
  • 34 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q2 2024.

Based on Riverbridge Partners's 13F filing for Q2 2024, filed 17 Jul 2024.