AIA
KTF

Allegis Investment Advisors’s DWS Municipal Income Trust KTF Stock Holding History

Allegis Investment Advisors’s Portfolio KTF Stock Details KTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-2,513
Closed -$34K – 590
2015
Q4 		$34K Buy
+2,513
New +$33.5K 0.02% 403

Other funds holding KTF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Allegis Investment Advisors's KTF Position: Q1 2016 in Review

Allegis Investment Advisors sold out of DWS Municipal Income Trust (KTF) in Q1 2016, closing a stake of 2,513 shares — an estimated $34K sold.

Allegis Investment Advisors first reported a position in KTF in Q4 2015 and held it in 1 quarter. The position peaked at $34K in Q4 2015. 42 funds tracked by Wall St. Rank hold KTF as of Q1 2016.

  • Allegis Investment Advisors reported no remaining DWS Municipal Income Trust position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 2,513 DWS Municipal Income Trust shares in Q1 2016, an estimated $34K.
  • Allegis Investment Advisors first reported a position in DWS Municipal Income Trust in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's DWS Municipal Income Trust position peaked at $34K in Q4 2015.
  • 42 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.