Commonwealth Equity Services
DTF

Commonwealth Equity Services’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

Commonwealth Equity Services’s Portfolio DTF Stock Details DTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-18,428
Closed -$202K – 4099
2024
Q2 		$202K Buy
18,428
+3,691
+25% +$40K ﹤0.01% 3630
2024
Q1 		$158K Buy
+14,737
New +$159K ﹤0.01% 3697

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1CP
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BHPW
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COLIM
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Commonwealth Equity Services's DTF Position: Q3 2024 in Review

Commonwealth Equity Services sold out of DTF Tax-Free Income 2028 Term Fund (DTF) in Q3 2024, closing a stake of 18,428 shares — an estimated $202K sold.

Commonwealth Equity Services first reported a position in DTF in Q1 2024 and held it in 2 quarters. The position peaked at $202K in Q2 2024. 30 funds tracked by Wall St. Rank hold DTF as of Q3 2024.

  • Commonwealth Equity Services reported no remaining DTF Tax-Free Income 2028 Term Fund position as of Q3 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 18,428 DTF Tax-Free Income 2028 Term Fund shares in Q3 2024, an estimated $202K.
  • Commonwealth Equity Services first reported a position in DTF Tax-Free Income 2028 Term Fund in Q1 2024 and held it in 2 quarters.
  • Commonwealth Equity Services's DTF Tax-Free Income 2028 Term Fund position peaked at $202K in Q2 2024.
  • 30 funds tracked by Wall St. Rank held DTF Tax-Free Income 2028 Term Fund as of Q3 2024.

Based on Commonwealth Equity Services's 13F filing for Q3 2024, filed 18 Oct 2024.