AF
KTF

Allworth Financial’s DWS Municipal Income Trust KTF Stock Holding History

Allworth Financial’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
2021
Q1 		– Sell
-136
Closed -$2K – 1561
2020
Q4 		$2K Buy
+136
New +$1.52K ﹤0.01% 1171
2019
Q3 		– Sell
-2,200
Closed -$25K – 986
2019
Q2 		$25K Buy
+2,200
New +$24.5K ﹤0.01% 421

Other funds holding KTF

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Allworth Financial's KTF Position: Q1 2021 in Review

Allworth Financial sold out of DWS Municipal Income Trust (KTF) in Q1 2021, closing a stake of 136 shares — an estimated $2K sold.

Allworth Financial first reported a position in KTF in Q2 2019 and held it in 2 quarters. The position peaked at $25K in Q2 2019. 73 funds tracked by Wall St. Rank hold KTF as of Q1 2021.

  • Allworth Financial reported no remaining DWS Municipal Income Trust position as of Q1 2021 after selling out during the quarter.
  • Allworth Financial sold 136 DWS Municipal Income Trust shares in Q1 2021, an estimated $2K.
  • Allworth Financial first reported a position in DWS Municipal Income Trust in Q2 2019 and held it in 2 quarters.
  • Allworth Financial's DWS Municipal Income Trust position peaked at $25K in Q2 2019.
  • 73 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q1 2021.

Based on Allworth Financial's 13F filing for Q1 2021, filed 29 Apr 2021.