CWP
KTF

CFM Wealth Partners’s DWS Municipal Income Trust KTF Stock Holding History

CFM Wealth Partners’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
Q4 		– Sell
-12,197
Closed -$93.9K – 162
2023
Q3 		$93.9K Hold
12,197
– – 0.02% 140
2023
Q2 		$105K Hold
12,197
– – 0.03% 163
2023
Q1 		$109K Buy
+12,197
New +$107K 0.03% 154
2022
Q4 		– Sell
-12,197
Closed -$101K – 159
2022
Q3 		$101K Hold
12,197
– – 0.03% 151
2022
Q2 		$115K Hold
12,197
– – 0.03% 161
2022
Q1 		$127K Hold
12,197
– – 0.03% 183
2021
Q4 		$144K Hold
12,197
– – 0.03% 178
2021
Q3 		$145K Hold
12,197
– – 0.04% 183
2021
Q2 		$149K Buy
+12,197
New +$146K 0.04% 175

Other funds holding KTF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

CFM Wealth Partners's KTF Position: Q4 2023 in Review

CFM Wealth Partners sold out of DWS Municipal Income Trust (KTF) in Q4 2023, closing a stake of 12,197 shares — an estimated $93.9K sold.

CFM Wealth Partners first reported a position in KTF in Q2 2021 and held it in 9 quarters. The position peaked at $149K in Q2 2021. 78 funds tracked by Wall St. Rank hold KTF as of Q4 2023.

  • CFM Wealth Partners reported no remaining DWS Municipal Income Trust position as of Q4 2023 after selling out during the quarter.
  • CFM Wealth Partners sold 12,197 DWS Municipal Income Trust shares in Q4 2023, an estimated $93.9K.
  • CFM Wealth Partners first reported a position in DWS Municipal Income Trust in Q2 2021 and held it in 9 quarters.
  • CFM Wealth Partners's DWS Municipal Income Trust position peaked at $149K in Q2 2021.
  • 78 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q4 2023.

Based on CFM Wealth Partners's 13F filing for Q4 2023, filed 12 Jan 2024.