BWA
KTF

BDO Wealth Advisors’s DWS Municipal Income Trust KTF Stock Holding History

BDO 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
Q2 		– Sell
-274
Closed -$2.44K – 1029
2023
Q1 		$2.44K Buy
+274
New +$2.41K ﹤0.01% 888

Other funds holding KTF

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 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 $27.6B AUM 23.56% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

BDO Wealth Advisors's KTF Position: Q2 2023 in Review

BDO Wealth Advisors sold out of DWS Municipal Income Trust (KTF) in Q2 2023, closing a stake of 274 shares — an estimated $2.44K sold.

BDO Wealth Advisors first reported a position in KTF in Q1 2023 and held it in 1 quarter. The position peaked at $2.44K in Q1 2023. 79 funds tracked by Wall St. Rank hold KTF as of Q2 2023.

  • BDO Wealth Advisors reported no remaining DWS Municipal Income Trust position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 274 DWS Municipal Income Trust shares in Q2 2023, an estimated $2.44K.
  • BDO Wealth Advisors first reported a position in DWS Municipal Income Trust in Q1 2023 and held it in 1 quarter.
  • BDO Wealth Advisors's DWS Municipal Income Trust position peaked at $2.44K in Q1 2023.
  • 79 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.