First Foundation Advisors’s DWS Municipal Income Trust KTF Stock Holding History

First Foundation Advisors’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
2019 Q1	–	Sell	-18,401	Closed	-$190K	–	361
2018 Q4	$190K	Sell	18,401 -30,529	-62%	-$314K	0.01%	354
2018 Q3	$513K	Buy	+48,930	New	+$532K	0.03%	230
2018 Q2	–	Sell	-67,308	Closed	-$754K	–	339
2018 Q1	$754K	Buy	67,308 +784	+1%	+$8.96K	0.04%	182
2017 Q4	$792K	Buy	+66,524	New	+$801K	0.04%	188

Other funds holding KTF

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

SIA

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

1CP

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

RCM

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

MIG

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

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

First Foundation Advisors's KTF Position: Q1 2019 in Review

First Foundation Advisors sold out of DWS Municipal Income Trust (KTF) in Q1 2019, closing a stake of 18,401 shares — an estimated $190K sold.

First Foundation Advisors first reported a position in KTF in Q4 2017 and held it in 4 quarters. The position peaked at $792K in Q4 2017. 71 funds tracked by Wall St. Rank hold KTF as of Q1 2019.

First Foundation Advisors reported no remaining DWS Municipal Income Trust position as of Q1 2019 after selling out during the quarter.
First Foundation Advisors sold 18,401 DWS Municipal Income Trust shares in Q1 2019, an estimated $190K.
First Foundation Advisors first reported a position in DWS Municipal Income Trust in Q4 2017 and held it in 4 quarters.
First Foundation Advisors's DWS Municipal Income Trust position peaked at $792K in Q4 2017.
71 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q1 2019.

Based on First Foundation Advisors's 13F filing for Q1 2019, filed 13 May 2019.