Carson Wealth (CWM LLC)
KTF

Carson Wealth (CWM LLC)’s DWS Municipal Income Trust KTF Stock Holding History

Carson Wealth (CWM LLC)’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
-2,549
Closed -$22K – 4355
2023
Q2 		$22K Buy
2,549
+49
+2% +$424 ﹤0.01% 2580
2023
Q1 		$22K Buy
2,500
+2,470
+8,233% +$21.7K ﹤0.01% 2433
2022
Q4 		$0 Hold
30
– – ﹤0.01% 4113
2022
Q3 		$0 Hold
30
– – ﹤0.01% 4059
2022
Q2 		$0 Buy
+30
New +$283 ﹤0.01% 3955
2022
Q1 		– Sell
-3
Closed – – 3703
2021
Q4 		$0 Buy
+3
New +$36 ﹤0.01% 3575
2021
Q2 		$0 Hold
7
– – ﹤0.01% 2975
2021
Q1 		$0 Hold
7
– – ﹤0.01% 2975
2020
Q4 		$0 Hold
7
– – ﹤0.01% 2973
2020
Q3 		$0 Hold
7
– – ﹤0.01% 2972
2020
Q2 		$0 Hold
7
– – ﹤0.01% 2972
2020
Q1 		$0 Hold
7
– – ﹤0.01% 2972
2019
Q4 		$0 Hold
7
– – ﹤0.01% 2971
2019
Q3 		$0 Hold
7
– – ﹤0.01% 2971
2019
Q2 		$0 Hold
7
– – ﹤0.01% 2971
2019
Q1 		$0 Buy
+7
New +$76 ﹤0.01% 3132

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

Carson Wealth (CWM LLC)'s KTF Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of DWS Municipal Income Trust (KTF) in Q3 2023, closing a stake of 2,549 shares — an estimated $22K sold.

Carson Wealth (CWM LLC) first reported a position in KTF in Q1 2019 and held it in 16 quarters. The position peaked at $22K in Q2 2023. 86 funds tracked by Wall St. Rank hold KTF as of Q3 2023.

  • Carson Wealth (CWM LLC) reported no remaining DWS Municipal Income Trust position as of Q3 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,549 DWS Municipal Income Trust shares in Q3 2023, an estimated $22K.
  • Carson Wealth (CWM LLC) first reported a position in DWS Municipal Income Trust in Q1 2019 and held it in 16 quarters.
  • Carson Wealth (CWM LLC)'s DWS Municipal Income Trust position peaked at $22K in Q2 2023.
  • 86 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.