CWM
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Campbell Wealth Management’s DWS Municipal Income Trust KTF Stock Holding History

Campbell Wealth Management’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
Q3 		– Sell
-800
Closed -$9K – 225
2020
Q2 		$9K Buy
+800
New +$8.42K ﹤0.01% 280

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1CP
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SIA
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PPA
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VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
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MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Campbell Wealth Management's KTF Position: Q3 2020 in Review

Campbell Wealth Management sold out of DWS Municipal Income Trust (KTF) in Q3 2020, closing a stake of 800 shares — an estimated $9K sold.

Campbell Wealth Management first reported a position in KTF in Q2 2020 and held it in 1 quarter. The position peaked at $9K in Q2 2020. 74 funds tracked by Wall St. Rank hold KTF as of Q3 2020.

  • Campbell Wealth Management reported no remaining DWS Municipal Income Trust position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 800 DWS Municipal Income Trust shares in Q3 2020, an estimated $9K.
  • Campbell Wealth Management first reported a position in DWS Municipal Income Trust in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's DWS Municipal Income Trust position peaked at $9K in Q2 2020.
  • 74 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.