WT
KMM

Whittier Trust’s Deutsche Multi-Market Incm Trust KMM Stock Holding History

Whittier Trust’s Portfolio KMM Stock Details KMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-700
Closed -$7K – 1115
2013
Q4 		$7K Sell
700
-400
-36% -$3.81K ﹤0.01% 942
2013
Q3 		$11K Hold
1,100
– – ﹤0.01% 890
2013
Q2 		$11K Buy
+1,100
New +$12.1K ﹤0.01% 879

Other funds holding KMM

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Whittier Trust's KMM Position: Q1 2014 in Review

Whittier Trust sold out of Deutsche Multi-Market Incm Trust (KMM) in Q1 2014, closing a stake of 700 shares — an estimated $7K sold.

Whittier Trust first reported a position in KMM in Q2 2013 and held it in 3 quarters. The position peaked at $11K in Q3 2013. 37 funds tracked by Wall St. Rank hold KMM as of Q1 2014.

  • Whittier Trust reported no remaining Deutsche Multi-Market Incm Trust position as of Q1 2014 after selling out during the quarter.
  • Whittier Trust sold 700 Deutsche Multi-Market Incm Trust shares in Q1 2014, an estimated $7K.
  • Whittier Trust first reported a position in Deutsche Multi-Market Incm Trust in Q2 2013 and held it in 3 quarters.
  • Whittier Trust's Deutsche Multi-Market Incm Trust position peaked at $11K in Q3 2013.
  • 37 funds tracked by Wall St. Rank held Deutsche Multi-Market Incm Trust as of Q1 2014.

Based on Whittier Trust's 13F filing for Q1 2014, filed 1 May 2014.