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Certified Advisory Corp’s DWS Municipal Income Trust KTF Stock Holding History

Certified Advisory Corp’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
Q4 		– Sell
-629
Closed -$7K – 771
2018
Q3 		$7K Buy
+629
New +$6.83K ﹤0.01% 618
2018
Q2 		– Sell
-611
Closed -$6K – 779
2018
Q1 		$6K Buy
611
+8
+1% +$91 ﹤0.01% 574
2017
Q4 		$7K Buy
+603
New +$7.26K 0.01% 520

Other funds holding KTF

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
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Certified Advisory Corp's KTF Position: Q4 2018 in Review

Certified Advisory Corp sold out of DWS Municipal Income Trust (KTF) in Q4 2018, closing a stake of 629 shares — an estimated $7K sold.

Certified Advisory Corp first reported a position in KTF in Q4 2017 and held it in 3 quarters. The position peaked at $7K in Q3 2018. 67 funds tracked by Wall St. Rank hold KTF as of Q4 2018.

  • Certified Advisory Corp reported no remaining DWS Municipal Income Trust position as of Q4 2018 after selling out during the quarter.
  • Certified Advisory Corp sold 629 DWS Municipal Income Trust shares in Q4 2018, an estimated $7K.
  • Certified Advisory Corp first reported a position in DWS Municipal Income Trust in Q4 2017 and held it in 3 quarters.
  • Certified Advisory Corp's DWS Municipal Income Trust position peaked at $7K in Q3 2018.
  • 67 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q4 2018.

Based on Certified Advisory Corp's 13F filing for Q4 2018, filed 4 Feb 2019.