Envestnet Asset Management
DTF

Envestnet Asset Management’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

Envestnet Asset Management’s Portfolio DTF Stock Details DTF Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
2019
Q3 		$380K Buy
2019
Q2 		$326K Buy
2018
Q4 		– Sell
2018
Q3 		$237K Buy
2016
Q4 		– Sell
2016
Q3 		$17K Hold
2016
Q2 		$17K Hold
2016
Q1 		$16K Buy
2013
Q3 		– Sell
2013
Q2 		$3K Buy