DWA
DTF

Douglass Winthrop Advisors’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

Douglass Winthrop Advisors’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
2017
Q1 		– Sell
-14,050
Closed -$203K – 244
2016
Q4 		$203K Hold
14,050
– – 0.01% 233
2016
Q3 		$229K Hold
14,050
– – 0.02% 227
2016
Q2 		$235K Buy
+14,050
New +$232K 0.02% 219

Other funds holding DTF

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DHFB
Dixon Hubard Feinour & Brown Roanoke, Virginia $842M AUM 2.74% 1-Year Est. Return

Douglass Winthrop Advisors's DTF Position: Q1 2017 in Review

Douglass Winthrop Advisors sold out of DTF Tax-Free Income 2028 Term Fund (DTF) in Q1 2017, closing a stake of 14,050 shares — an estimated $203K sold.

Douglass Winthrop Advisors first reported a position in DTF in Q2 2016 and held it in 3 quarters. The position peaked at $235K in Q2 2016. 17 funds tracked by Wall St. Rank hold DTF as of Q1 2017.

  • Douglass Winthrop Advisors reported no remaining DTF Tax-Free Income 2028 Term Fund position as of Q1 2017 after selling out during the quarter.
  • Douglass Winthrop Advisors sold 14,050 DTF Tax-Free Income 2028 Term Fund shares in Q1 2017, an estimated $203K.
  • Douglass Winthrop Advisors first reported a position in DTF Tax-Free Income 2028 Term Fund in Q2 2016 and held it in 3 quarters.
  • Douglass Winthrop Advisors's DTF Tax-Free Income 2028 Term Fund position peaked at $235K in Q2 2016.
  • 17 funds tracked by Wall St. Rank held DTF Tax-Free Income 2028 Term Fund as of Q1 2017.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.