TWA
KSM

TCI Wealth Advisors’s DWS Strategic Municipal Income Trust KSM Stock Holding History

TCI Wealth Advisors’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
Q1 		– Sell
-2,195
Closed -$27K – 2521
2021
Q4 		$27K Buy
+2,195
New +$27.1K ﹤0.01% 584

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
GC
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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TCI Wealth Advisors's KSM Position: Q1 2022 in Review

TCI Wealth Advisors sold out of DWS Strategic Municipal Income Trust (KSM) in Q1 2022, closing a stake of 2,195 shares — an estimated $27K sold.

TCI Wealth Advisors first reported a position in KSM in Q4 2021 and held it in 1 quarter. The position peaked at $27K in Q4 2021. 33 funds tracked by Wall St. Rank hold KSM as of Q1 2022.

  • TCI Wealth Advisors reported no remaining DWS Strategic Municipal Income Trust position as of Q1 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 2,195 DWS Strategic Municipal Income Trust shares in Q1 2022, an estimated $27K.
  • TCI Wealth Advisors first reported a position in DWS Strategic Municipal Income Trust in Q4 2021 and held it in 1 quarter.
  • TCI Wealth Advisors's DWS Strategic Municipal Income Trust position peaked at $27K in Q4 2021.
  • 33 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q1 2022.

Based on TCI Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.