CIM
KTF

Cetera Investment Management’s DWS Municipal Income Trust KTF Stock Holding History

Cetera Investment 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
2016
Q4 		– Sell
-19,950
Closed -$281K – 111
2016
Q3 		$281K Hold
19,950
– – 0.18% 100
2016
Q2 		$288K Hold
19,950
– – 0.17% 99
2016
Q1 		$279K Hold
19,950
– – 0.14% 108
2015
Q4 		$269K Buy
+19,950
New +$266K 0.11% 136

Other funds holding KTF

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Cetera Investment Management's KTF Position: Q4 2016 in Review

Cetera Investment Management sold out of DWS Municipal Income Trust (KTF) in Q4 2016, closing a stake of 19,950 shares — an estimated $281K sold.

Cetera Investment Management first reported a position in KTF in Q4 2015 and held it in 4 quarters. The position peaked at $288K in Q2 2016. 42 funds tracked by Wall St. Rank hold KTF as of Q4 2016.

  • Cetera Investment Management reported no remaining DWS Municipal Income Trust position as of Q4 2016 after selling out during the quarter.
  • Cetera Investment Management sold 19,950 DWS Municipal Income Trust shares in Q4 2016, an estimated $281K.
  • Cetera Investment Management first reported a position in DWS Municipal Income Trust in Q4 2015 and held it in 4 quarters.
  • Cetera Investment Management's DWS Municipal Income Trust position peaked at $288K in Q2 2016.
  • 42 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q4 2016.

Based on Cetera Investment Management's 13F filing for Q4 2016, filed 13 Feb 2017.