Gradient Investments’s DWS Municipal Income Trust KTF Stock Holding History

Gradient Investments’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
2023 Q4	–	Sell	-1,300	Closed	-$10K	–	1878
2023 Q3	$10K	Hold	1,300	–	–	﹤0.01%	810
2023 Q2	$11.2K	Hold	1,300	–	–	﹤0.01%	797
2023 Q1	$11.6K	Hold	1,300	–	–	﹤0.01%	773
2022 Q4	$11.2K	Hold	1,300	–	–	﹤0.01%	785
2022 Q3	$11K	Hold	1,300	–	–	﹤0.01%	779
2022 Q2	$12K	Hold	1,300	–	–	﹤0.01%	731
2022 Q1	$14K	Hold	1,300	–	–	﹤0.01%	714
2021 Q4	$15K	Hold	1,300	–	–	﹤0.01%	711
2021 Q3	$15K	Hold	1,300	–	–	﹤0.01%	690
2021 Q2	$16K	Hold	1,300	–	–	﹤0.01%	673
2021 Q1	$15K	Buy	+1,300	New	+$15K	﹤0.01%	678

Other funds holding KTF

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

RCM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HWAM

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

LSC

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

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Gradient Investments's KTF Position: Q4 2023 in Review

Gradient Investments sold out of DWS Municipal Income Trust (KTF) in Q4 2023, closing a stake of 1,300 shares — an estimated $10K sold.

Gradient Investments first reported a position in KTF in Q1 2021 and held it in 11 quarters. The position peaked at $16K in Q2 2021. 78 funds tracked by Wall St. Rank hold KTF as of Q4 2023.

Gradient Investments reported no remaining DWS Municipal Income Trust position as of Q4 2023 after selling out during the quarter.
Gradient Investments sold 1,300 DWS Municipal Income Trust shares in Q4 2023, an estimated $10K.
Gradient Investments first reported a position in DWS Municipal Income Trust in Q1 2021 and held it in 11 quarters.
Gradient Investments's DWS Municipal Income Trust position peaked at $16K in Q2 2021.
78 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.