CIA
KTF

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 $4.93B AUM 12.22% 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
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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 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.