Ameriprise
DTF

Ameriprise’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

Ameriprise’s Portfolio DTF Stock Details DTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-230
Closed -$3K – 3865
2014
Q3 		$3K Buy
+230
New +$3.59K ﹤0.01% 5292

Other funds holding DTF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Ameriprise's DTF Position: Q4 2014 in Review

Ameriprise sold out of DTF Tax-Free Income 2028 Term Fund (DTF) in Q4 2014, closing a stake of 230 shares — an estimated $3K sold.

Ameriprise first reported a position in DTF in Q3 2014 and held it in 1 quarter. The position peaked at $3K in Q3 2014. 21 funds tracked by Wall St. Rank hold DTF as of Q4 2014.

  • Ameriprise reported no remaining DTF Tax-Free Income 2028 Term Fund position as of Q4 2014 after selling out during the quarter.
  • Ameriprise sold 230 DTF Tax-Free Income 2028 Term Fund shares in Q4 2014, an estimated $3K.
  • Ameriprise first reported a position in DTF Tax-Free Income 2028 Term Fund in Q3 2014 and held it in 1 quarter.
  • Ameriprise's DTF Tax-Free Income 2028 Term Fund position peaked at $3K in Q3 2014.
  • 21 funds tracked by Wall St. Rank held DTF Tax-Free Income 2028 Term Fund as of Q4 2014.

Based on Ameriprise's 13F filing for Q4 2014, filed 13 Feb 2015.