BRWA
KTF

B. Riley Wealth Advisors’s DWS Municipal Income Trust KTF Stock Holding History

B. Riley Wealth 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
2023
Q3 		– Sell
-38,594
Closed -$332K – 1587
2023
Q2 		$332K Buy
+38,594
New +$334K 0.01% 1065

Other funds holding KTF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
API
Advisor Partners II Walnut Creek, California $2.49B AUM 30.88% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

B. Riley Wealth Advisors's KTF Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of DWS Municipal Income Trust (KTF) in Q3 2023, closing a stake of 38,594 shares — an estimated $332K sold.

B. Riley Wealth Advisors first reported a position in KTF in Q2 2023 and held it in 1 quarter. The position peaked at $332K in Q2 2023. 86 funds tracked by Wall St. Rank hold KTF as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining DWS Municipal Income Trust position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 38,594 DWS Municipal Income Trust shares in Q3 2023, an estimated $332K.
  • B. Riley Wealth Advisors first reported a position in DWS Municipal Income Trust in Q2 2023 and held it in 1 quarter.
  • B. Riley Wealth Advisors's DWS Municipal Income Trust position peaked at $332K in Q2 2023.
  • 86 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.