GWA
KTF

Guidant Wealth Advisors’s DWS Municipal Income Trust KTF Stock Holding History

Guidant Wealth 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
-6,000
Closed -$61K – 278
2018
Q4 		$61K Hold
6,000
– – 0.03% 119
2018
Q3 		$62K Buy
+6,000
New +$65.2K 0.03% 75
2018
Q2 		– Sell
-6,000
Closed -$67K – 262
2018
Q1 		$67K Hold
6,000
– – 0.03% 70
2017
Q4 		$71K Buy
+6,000
New +$72.3K 0.03% 70

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)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
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

Guidant Wealth Advisors's KTF Position: Q1 2019 in Review

Guidant Wealth Advisors sold out of DWS Municipal Income Trust (KTF) in Q1 2019, closing a stake of 6,000 shares — an estimated $61K sold.

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

  • Guidant Wealth Advisors reported no remaining DWS Municipal Income Trust position as of Q1 2019 after selling out during the quarter.
  • Guidant Wealth Advisors sold 6,000 DWS Municipal Income Trust shares in Q1 2019, an estimated $61K.
  • Guidant Wealth Advisors first reported a position in DWS Municipal Income Trust in Q4 2017 and held it in 4 quarters.
  • Guidant Wealth Advisors's DWS Municipal Income Trust position peaked at $71K in Q4 2017.
  • 71 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q1 2019.

Based on Guidant Wealth Advisors's 13F filing for Q1 2019, filed 18 Apr 2019.