TRCT
KSM

Tower Research Capital (TRC)’s DWS Strategic Municipal Income Trust KSM Stock Holding History

Tower Research Capital (TRC)’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
Q1 		– Sell
-569
Closed -$6K – 5823
2020
Q4 		$6K Buy
+569
New +$6.26K ﹤0.01% 4575
2016
Q4 		– Sell
-100
Closed -$1K – 4517
2016
Q3 		$1K Buy
+100
New +$1.46K ﹤0.01% 3400
2016
Q1 		– Sell
-86
Closed -$1K – 5117
2015
Q4 		$1K Buy
+86
New +$1.12K ﹤0.01% 4197
2015
Q3 		– Sell
-660
Closed -$9K – 4948
2015
Q2 		$9K Buy
+660
New +$8.9K ﹤0.01% 2830
2014
Q3 		– Sell
-114
Closed -$2K – 4987
2014
Q2 		$2K Hold
114
– – ﹤0.01% 3479
2014
Q1 		$1K Buy
+114
New +$1.48K ﹤0.01% 4231
2013
Q4 		– Sell
-488
Closed -$6K – 4997
2013
Q3 		$6K Buy
488
+274
+128% +$3.41K ﹤0.01% 3580
2013
Q2 		$3K Buy
+214
New +$3.18K ﹤0.01% 3345

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tower Research Capital (TRC)'s KSM Position: Q1 2021 in Review

Tower Research Capital (TRC) sold out of DWS Strategic Municipal Income Trust (KSM) in Q1 2021, closing a stake of 569 shares — an estimated $6K sold.

Tower Research Capital (TRC) first reported a position in KSM in Q2 2013 and held it in 8 quarters. The position peaked at $9K in Q2 2015. 40 funds tracked by Wall St. Rank hold KSM as of Q1 2021.

  • Tower Research Capital (TRC) reported no remaining DWS Strategic Municipal Income Trust position as of Q1 2021 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 569 DWS Strategic Municipal Income Trust shares in Q1 2021, an estimated $6K.
  • Tower Research Capital (TRC) first reported a position in DWS Strategic Municipal Income Trust in Q2 2013 and held it in 8 quarters.
  • Tower Research Capital (TRC)'s DWS Strategic Municipal Income Trust position peaked at $9K in Q2 2015.
  • 40 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q1 2021.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2021, filed 17 May 2021.