WSTAM
KSM

Wilbanks Smith & Thomas Asset Management’s DWS Strategic Municipal Income Trust KSM Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-6,946
Closed -$74K – 1376
2018
Q3 		$74K Buy
+6,946
New +$75.1K ﹤0.01% 605

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1CP
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Royal Bank of Canada
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Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's KSM Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of DWS Strategic Municipal Income Trust (KSM) in Q4 2018, closing a stake of 6,946 shares — an estimated $74K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in KSM in Q3 2018 and held it in 1 quarter. The position peaked at $74K in Q3 2018. 27 funds tracked by Wall St. Rank hold KSM as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining DWS Strategic Municipal Income Trust position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 6,946 DWS Strategic Municipal Income Trust shares in Q4 2018, an estimated $74K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in DWS Strategic Municipal Income Trust in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's DWS Strategic Municipal Income Trust position peaked at $74K in Q3 2018.
  • 27 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.