WCM
KSM

Wealthcare Capital Management’s DWS Strategic Municipal Income Trust KSM Stock Holding History

Wealthcare Capital 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
2015
Q2 		– Sell
-2,594
Closed -$36K – 897
2015
Q1 		$36K Buy
+2,594
New +$36.4K ﹤0.01% 313

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DBT
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Bank of America
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RPG
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TRCT
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Wealthcare Capital Management's KSM Position: Q2 2015 in Review

Wealthcare Capital Management sold out of DWS Strategic Municipal Income Trust (KSM) in Q2 2015, closing a stake of 2,594 shares — an estimated $36K sold.

Wealthcare Capital Management first reported a position in KSM in Q1 2015 and held it in 1 quarter. The position peaked at $36K in Q1 2015. 14 funds tracked by Wall St. Rank hold KSM as of Q2 2015.

  • Wealthcare Capital Management reported no remaining DWS Strategic Municipal Income Trust position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 2,594 DWS Strategic Municipal Income Trust shares in Q2 2015, an estimated $36K.
  • Wealthcare Capital Management first reported a position in DWS Strategic Municipal Income Trust in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's DWS Strategic Municipal Income Trust position peaked at $36K in Q1 2015.
  • 14 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.