SWM
KSM

SeaCrest Wealth Management’s DWS Strategic Municipal Income Trust KSM Stock Holding History

SeaCrest Wealth Management’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
-5,000
Closed -$46K – 1598
2022
Q2 		$46K Buy
+5,000
New +$47.2K 0.01% 1160

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

SeaCrest Wealth Management's KSM Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of DWS Strategic Municipal Income Trust (KSM) in Q3 2022, closing a stake of 5,000 shares — an estimated $46K sold.

SeaCrest Wealth Management first reported a position in KSM in Q2 2022 and held it in 1 quarter. The position peaked at $46K in Q2 2022. 34 funds tracked by Wall St. Rank hold KSM as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining DWS Strategic Municipal Income Trust position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 5,000 DWS Strategic Municipal Income Trust shares in Q3 2022, an estimated $46K.
  • SeaCrest Wealth Management first reported a position in DWS Strategic Municipal Income Trust in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's DWS Strategic Municipal Income Trust position peaked at $46K in Q2 2022.
  • 34 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.