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KTF

Atria Investments’s DWS Municipal Income Trust KTF Stock Holding History

Atria Investments’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
2020
Q1 		– Sell
-11,579
Closed -$131K – 903
2019
Q4 		$131K Buy
+11,579
New +$133K ﹤0.01% 1175
2019
Q3 		– Sell
-10,913
Closed -$127K – 926
2019
Q2 		$127K Sell
10,913
-1,320
-11% -$14.7K ﹤0.01% 936
2019
Q1 		$135K Buy
12,233
+2,192
+22% +$23.7K 0.01% 898
2018
Q4 		$103K Buy
+10,041
New +$103K ﹤0.01% 858

Other funds holding KTF

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Atria Investments's KTF Position: Q1 2020 in Review

Atria Investments sold out of DWS Municipal Income Trust (KTF) in Q1 2020, closing a stake of 11,579 shares — an estimated $131K sold.

Atria Investments first reported a position in KTF in Q4 2018 and held it in 4 quarters. The position peaked at $135K in Q1 2019. 73 funds tracked by Wall St. Rank hold KTF as of Q1 2020.

  • Atria Investments reported no remaining DWS Municipal Income Trust position as of Q1 2020 after selling out during the quarter.
  • Atria Investments sold 11,579 DWS Municipal Income Trust shares in Q1 2020, an estimated $131K.
  • Atria Investments first reported a position in DWS Municipal Income Trust in Q4 2018 and held it in 4 quarters.
  • Atria Investments's DWS Municipal Income Trust position peaked at $135K in Q1 2019.
  • 73 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q1 2020.

Based on Atria Investments's 13F filing for Q1 2020, filed 15 May 2020.