Choate Investment Advisors’s DWS Municipal Income Trust KTF Stock Holding History

Choate Investment Advisors’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
2024 Q2	–	Sell	-26,200	Closed	-$237K	–	391
2024 Q1	$237K	Hold	26,200	–	–	0.01%	363
2023 Q4	$233K	Hold	26,200	–	–	0.01%	344
2023 Q3	$202K	Hold	26,200	–	–	0.01%	347
2023 Q2	$226K	Hold	26,200	–	–	0.01%	270
2023 Q1	$233K	Hold	26,200	–	–	0.01%	247
2022 Q4	$226K	Hold	26,200	–	–	0.01%	253
2022 Q3	$218K	Hold	26,200	–	–	0.01%	235
2022 Q2	$246K	Hold	26,200	–	–	0.01%	232
2022 Q1	$273K	Hold	26,200	–	–	0.01%	259
2021 Q4	$310K	Hold	26,200	–	–	0.02%	228
2021 Q3	$312K	Hold	26,200	–	–	0.02%	219
2021 Q2	$320K	Hold	26,200	–	–	0.02%	217
2021 Q1	$305K	Hold	26,200	–	–	0.02%	221
2020 Q4	$305K	Hold	26,200	–	–	0.02%	208
2020 Q3	$290K	Hold	26,200	–	–	0.02%	208
2020 Q2	$283K	Hold	26,200	–	–	0.02%	209
2020 Q1	$282K	Hold	26,200	–	–	0.02%	202
2019 Q4	$297K	Buy	26,200 +13,200	+102%	+$151K	0.02%	193
2019 Q3	$151K	Buy	+13,000	New	+$150K	0.01%	226

Other funds holding KTF

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Choate Investment Advisors's KTF Position: Q2 2024 in Review

Choate Investment Advisors sold out of DWS Municipal Income Trust (KTF) in Q2 2024, closing a stake of 26,200 shares — an estimated $237K sold.

Choate Investment Advisors first reported a position in KTF in Q3 2019 and held it in 19 quarters. The position peaked at $320K in Q2 2021. 76 funds tracked by Wall St. Rank hold KTF as of Q2 2024.

Choate Investment Advisors reported no remaining DWS Municipal Income Trust position as of Q2 2024 after selling out during the quarter.
Choate Investment Advisors sold 26,200 DWS Municipal Income Trust shares in Q2 2024, an estimated $237K.
Choate Investment Advisors first reported a position in DWS Municipal Income Trust in Q3 2019 and held it in 19 quarters.
Choate Investment Advisors's DWS Municipal Income Trust position peaked at $320K in Q2 2021.
76 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q2 2024.

Based on Choate Investment Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.