FPCP
DTF

Fort Point Capital Partners’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

Fort Point Capital Partners’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
2024
Q3 		– Sell
-21,100
Closed -$231K – 304
2024
Q2 		$231K Buy
21,100
+2,269
+12% +$24.6K 0.03% 287
2024
Q1 		$202K Buy
+18,831
New +$204K 0.03% 310

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Fort Point Capital Partners's DTF Position: Q3 2024 in Review

Fort Point Capital Partners sold out of DTF Tax-Free Income 2028 Term Fund (DTF) in Q3 2024, closing a stake of 21,100 shares — an estimated $231K sold.

Fort Point Capital Partners first reported a position in DTF in Q1 2024 and held it in 2 quarters. The position peaked at $231K in Q2 2024. 30 funds tracked by Wall St. Rank hold DTF as of Q3 2024.

  • Fort Point Capital Partners reported no remaining DTF Tax-Free Income 2028 Term Fund position as of Q3 2024 after selling out during the quarter.
  • Fort Point Capital Partners sold 21,100 DTF Tax-Free Income 2028 Term Fund shares in Q3 2024, an estimated $231K.
  • Fort Point Capital Partners first reported a position in DTF Tax-Free Income 2028 Term Fund in Q1 2024 and held it in 2 quarters.
  • Fort Point Capital Partners's DTF Tax-Free Income 2028 Term Fund position peaked at $231K in Q2 2024.
  • 30 funds tracked by Wall St. Rank held DTF Tax-Free Income 2028 Term Fund as of Q3 2024.

Based on Fort Point Capital Partners's 13F filing for Q3 2024, filed 14 Nov 2024.