United Capital Financial Advisors’s DWS Strategic Municipal Income Trust KSM Stock Holding History

United Capital Financial 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
2019 Q4	–	Sell	-11,400	Closed	-$136K	–	1445
2019 Q3	$136K	Sell	11,400 -300	-3%	-$3.6K	﹤0.01%	1231
2019 Q2	$139K	Hold	11,700	–	–	﹤0.01%	1396
2019 Q1	$131K	Buy	11,700 +250	+2%	+$2.75K	﹤0.01%	1300
2018 Q4	$118K	Sell	11,450 -2,000	-15%	-$20.6K	﹤0.01%	1236
2018 Q3	$143K	Buy	13,450 +3,300	+33%	+$35.7K	﹤0.01%	1279
2018 Q2	$110K	Buy	+10,150	New	+$110K	﹤0.01%	1272

Other funds holding KSM

1CP

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

United Capital Financial Advisors's KSM Position: Q4 2019 in Review

United Capital Financial Advisors sold out of DWS Strategic Municipal Income Trust (KSM) in Q4 2019, closing a stake of 11,400 shares — an estimated $136K sold.

United Capital Financial Advisors first reported a position in KSM in Q2 2018 and held it in 6 quarters. The position peaked at $143K in Q3 2018. 28 funds tracked by Wall St. Rank hold KSM as of Q4 2019.

United Capital Financial Advisors reported no remaining DWS Strategic Municipal Income Trust position as of Q4 2019 after selling out during the quarter.
United Capital Financial Advisors sold 11,400 DWS Strategic Municipal Income Trust shares in Q4 2019, an estimated $136K.
United Capital Financial Advisors first reported a position in DWS Strategic Municipal Income Trust in Q2 2018 and held it in 6 quarters.
United Capital Financial Advisors's DWS Strategic Municipal Income Trust position peaked at $143K in Q3 2018.
28 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q4 2019.

Based on United Capital Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.