DWM
KTF

Doyle Wealth Management’s DWS Municipal Income Trust KTF Stock Holding History

Doyle Wealth Management’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
2022
Q2 		– Sell
-10,818
Closed -$113K – 227
2022
Q1 		$113K Buy
+10,818
New +$118K 0.01% 241

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KIM
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SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Doyle Wealth Management's KTF Position: Q2 2022 in Review

Doyle Wealth Management sold out of DWS Municipal Income Trust (KTF) in Q2 2022, closing a stake of 10,818 shares — an estimated $113K sold.

Doyle Wealth Management first reported a position in KTF in Q1 2022 and held it in 1 quarter. The position peaked at $113K in Q1 2022. 81 funds tracked by Wall St. Rank hold KTF as of Q2 2022.

  • Doyle Wealth Management reported no remaining DWS Municipal Income Trust position as of Q2 2022 after selling out during the quarter.
  • Doyle Wealth Management sold 10,818 DWS Municipal Income Trust shares in Q2 2022, an estimated $113K.
  • Doyle Wealth Management first reported a position in DWS Municipal Income Trust in Q1 2022 and held it in 1 quarter.
  • Doyle Wealth Management's DWS Municipal Income Trust position peaked at $113K in Q1 2022.
  • 81 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q2 2022.

Based on Doyle Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.