Fort Point Capital Partners’s DWS Municipal Income Trust KTF Stock Holding History

Fort Point Capital Partners’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
2024 Q3	–	Sell	-26,097	Closed	-$247K	–	311
2024 Q2	$247K	Buy	+26,097	New	+$246K	0.03%	278
2023 Q4	–	Sell	-24,582	Closed	-$189K	–	311
2023 Q3	$189K	Buy	24,582 +12,874	+110%	+$108K	0.03%	266
2023 Q2	$101K	Buy	+11,708	New	+$101K	0.01%	283

Other funds holding KTF

SIA

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

KIM

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

1CP

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Fort Point Capital Partners sold out of DWS Municipal Income Trust (KTF) in Q3 2024, closing a stake of 26,097 shares — an estimated $247K sold.

Fort Point Capital Partners first reported a position in KTF in Q2 2023 and held it in 3 quarters. The position peaked at $247K in Q2 2024. 69 funds tracked by Wall St. Rank hold KTF as of Q3 2024.

Fort Point Capital Partners reported no remaining DWS Municipal Income Trust position as of Q3 2024 after selling out during the quarter.
Fort Point Capital Partners sold 26,097 DWS Municipal Income Trust shares in Q3 2024, an estimated $247K.
Fort Point Capital Partners first reported a position in DWS Municipal Income Trust in Q2 2023 and held it in 3 quarters.
Fort Point Capital Partners's DWS Municipal Income Trust position peaked at $247K in Q2 2024.
69 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q3 2024.

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