CA
KTF

Calton & Associates’s DWS Municipal Income Trust KTF Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-1,865
Closed -$21K – 864
2017
Q4 		$21K Buy
+1,865
New +$22.5K 0.01% 877

Other funds holding KTF

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Calton & Associates's KTF Position: Q1 2018 in Review

Calton & Associates sold out of DWS Municipal Income Trust (KTF) in Q1 2018, closing a stake of 1,865 shares — an estimated $21K sold.

Calton & Associates first reported a position in KTF in Q4 2017 and held it in 1 quarter. The position peaked at $21K in Q4 2017. 62 funds tracked by Wall St. Rank hold KTF as of Q1 2018.

  • Calton & Associates reported no remaining DWS Municipal Income Trust position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 1,865 DWS Municipal Income Trust shares in Q1 2018, an estimated $21K.
  • Calton & Associates first reported a position in DWS Municipal Income Trust in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's DWS Municipal Income Trust position peaked at $21K in Q4 2017.
  • 62 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.