CIBC Private Wealth Group’s DWS Municipal Income Trust KTF Stock Holding History

CIBC Private Wealth Group’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 Q3	–	Sell	-37,800	Closed	-$546K	–	593
2016 Q2	$546K	Hold	37,800	–	–	﹤0.01%	522
2016 Q1	$528K	Hold	37,800	–	–	﹤0.01%	514
2015 Q4	$510K	Hold	37,800	–	–	﹤0.01%	518
2015 Q3	$494K	Hold	37,800	–	–	﹤0.01%	532
2015 Q2	$477K	Hold	37,800	–	–	﹤0.01%	558
2015 Q1	$530K	Hold	37,800	–	–	﹤0.01%	539
2014 Q4	$505K	Hold	37,800	–	–	﹤0.01%	540
2014 Q3	$499K	Hold	37,800	–	–	﹤0.01%	536
2014 Q2	$516K	Hold	37,800	–	–	﹤0.01%	515
2014 Q1	$490K	Buy	+37,800	New	+$480K	﹤0.01%	510

Other funds holding KTF

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

CIBC Private Wealth Group's KTF Position: Q3 2016 in Review

CIBC Private Wealth Group sold out of DWS Municipal Income Trust (KTF) in Q3 2016, closing a stake of 37,800 shares — an estimated $546K sold.

CIBC Private Wealth Group first reported a position in KTF in Q1 2014 and held it in 10 quarters. The position peaked at $546K in Q2 2016. 46 funds tracked by Wall St. Rank hold KTF as of Q3 2016.

CIBC Private Wealth Group reported no remaining DWS Municipal Income Trust position as of Q3 2016 after selling out during the quarter.
CIBC Private Wealth Group sold 37,800 DWS Municipal Income Trust shares in Q3 2016, an estimated $546K.
CIBC Private Wealth Group first reported a position in DWS Municipal Income Trust in Q1 2014 and held it in 10 quarters.
CIBC Private Wealth Group's DWS Municipal Income Trust position peaked at $546K in Q2 2016.
46 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q3 2016.

Based on CIBC Private Wealth Group's 13F filing for Q3 2016, filed 9 Nov 2016.