CFA
KTF

Carroll Financial Associates’s DWS Municipal Income Trust KTF Stock Holding History

Carroll Financial 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
2017
Q2 		– Sell
-1,750
Closed -$23K – 1211
2017
Q1 		$23K Buy
+1,750
New +$23.4K ﹤0.01% 628

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N
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Commonwealth Equity Services
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CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carroll Financial Associates's KTF Position: Q2 2017 in Review

Carroll Financial Associates sold out of DWS Municipal Income Trust (KTF) in Q2 2017, closing a stake of 1,750 shares — an estimated $23K sold.

Carroll Financial Associates first reported a position in KTF in Q1 2017 and held it in 1 quarter. The position peaked at $23K in Q1 2017. 45 funds tracked by Wall St. Rank hold KTF as of Q2 2017.

  • Carroll Financial Associates reported no remaining DWS Municipal Income Trust position as of Q2 2017 after selling out during the quarter.
  • Carroll Financial Associates sold 1,750 DWS Municipal Income Trust shares in Q2 2017, an estimated $23K.
  • Carroll Financial Associates first reported a position in DWS Municipal Income Trust in Q1 2017 and held it in 1 quarter.
  • Carroll Financial Associates's DWS Municipal Income Trust position peaked at $23K in Q1 2017.
  • 45 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q2 2017.

Based on Carroll Financial Associates's 13F filing for Q2 2017, filed 25 Jul 2017.