WA
KSM

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

WFG 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
2015
Q1 		– Sell
-2,514
Closed -$34K – 2115
2014
Q4 		$34K Sell
2,514
-1,355
-35% -$18.3K 0.01% 1042
2014
Q3 		$52K Buy
3,869
+41
+1% +$555 0.01% 906
2014
Q2 		$51K Buy
3,828
+42
+1% +$556 0.01% 910
2014
Q1 		$49K Buy
3,786
+42
+1% +$545 0.01% 915
2013
Q4 		$46K Buy
3,744
+44
+1% +$544 0.01% 1029
2013
Q3 		$46K Buy
3,700
+439
+13% +$5.47K 0.01% 968
2013
Q2 		$45K Buy
+3,261
New +$48.4K 0.01% 928

Other funds holding KSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

WFG Advisors's KSM Position: Q1 2015 in Review

WFG Advisors sold out of DWS Strategic Municipal Income Trust (KSM) in Q1 2015, closing a stake of 2,514 shares — an estimated $34K sold.

WFG Advisors first reported a position in KSM in Q2 2013 and held it in 7 quarters. The position peaked at $52K in Q3 2014. 17 funds tracked by Wall St. Rank hold KSM as of Q1 2015.

  • WFG Advisors reported no remaining DWS Strategic Municipal Income Trust position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 2,514 DWS Strategic Municipal Income Trust shares in Q1 2015, an estimated $34K.
  • WFG Advisors first reported a position in DWS Strategic Municipal Income Trust in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's DWS Strategic Municipal Income Trust position peaked at $52K in Q3 2014.
  • 17 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.