Stifel Financial’s DWS Strategic Municipal Income Trust KSM Stock Holding History

Stifel Financial’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
2021 Q4	–	Sell	-12,278	Closed	-$151K	–	3493
2021 Q3	$151K	Sell	12,278 -79	-0.6%	-$997	﹤0.01%	3186
2021 Q2	$156K	Sell	12,357 -3,934	-24%	-$47.9K	﹤0.01%	3186
2021 Q1	$193K	Sell	16,291 -4,926	-23%	-$57.8K	﹤0.01%	3026
2020 Q4	$242K	Sell	21,217 -79	-0.4%	-$870	﹤0.01%	2716
2020 Q3	$231K	Sell	21,296 -3,604	-14%	-$39.4K	﹤0.01%	2545
2020 Q2	$261K	Sell	24,900 -2,621	-10%	-$26.7K	﹤0.01%	2439
2020 Q1	$284K	Buy	+27,521	New	+$320K	﹤0.01%	2224

Other funds holding KSM

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WAM

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

Stifel Financial's KSM Position: Q4 2021 in Review

Stifel Financial sold out of DWS Strategic Municipal Income Trust (KSM) in Q4 2021, closing a stake of 12,278 shares — an estimated $151K sold.

Stifel Financial first reported a position in KSM in Q1 2020 and held it in 7 quarters. The position peaked at $284K in Q1 2020. 34 funds tracked by Wall St. Rank hold KSM as of Q4 2021.

Stifel Financial reported no remaining DWS Strategic Municipal Income Trust position as of Q4 2021 after selling out during the quarter.
Stifel Financial sold 12,278 DWS Strategic Municipal Income Trust shares in Q4 2021, an estimated $151K.
Stifel Financial first reported a position in DWS Strategic Municipal Income Trust in Q1 2020 and held it in 7 quarters.
Stifel Financial's DWS Strategic Municipal Income Trust position peaked at $284K in Q1 2020.
34 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q4 2021.

Based on Stifel Financial's 13F filing for Q4 2021, filed 14 Feb 2022.