Creative Financial Designs’s DWS Municipal Income Trust KTF Stock Holding History

Creative Financial Designs’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
2018 Q3	–	Sell	-389	Closed	-$4K	–	788
2018 Q2	$4K	Buy	389 +6	+2%	+$66	﹤0.01%	579
2018 Q1	$4K	Buy	383 +5	+1%	+$57	﹤0.01%	525
2017 Q4	$4K	Buy	378 +5	+1%	+$60	﹤0.01%	531
2017 Q3	$5K	Buy	373 +5	+1%	+$65	﹤0.01%	509
2017 Q2	$5K	Buy	368 +6	+2%	+$81	﹤0.01%	523
2017 Q1	$5K	Buy	+362	New	+$4.83K	﹤0.01%	487

Other funds holding KTF

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Creative Financial Designs's KTF Position: Q3 2018 in Review

Creative Financial Designs sold out of DWS Municipal Income Trust (KTF) in Q3 2018, closing a stake of 389 shares — an estimated $4K sold.

Creative Financial Designs first reported a position in KTF in Q1 2017 and held it in 6 quarters. The position peaked at $5K in Q3 2017. 68 funds tracked by Wall St. Rank hold KTF as of Q3 2018.

Creative Financial Designs reported no remaining DWS Municipal Income Trust position as of Q3 2018 after selling out during the quarter.
Creative Financial Designs sold 389 DWS Municipal Income Trust shares in Q3 2018, an estimated $4K.
Creative Financial Designs first reported a position in DWS Municipal Income Trust in Q1 2017 and held it in 6 quarters.
Creative Financial Designs's DWS Municipal Income Trust position peaked at $5K in Q3 2017.
68 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q3 2018.

Based on Creative Financial Designs's 13F filing for Q3 2018, filed 2 Nov 2018.