HA
KTF

Herold Advisors’s DWS Municipal Income Trust KTF Stock Holding History

Herold 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
2022
Q2 		– Sell
-3,659
Closed -$38.1K – 445
2022
Q1 		$38.1K Buy
+3,659
New +$39.8K 0.01% 414
2021
Q4 		– Sell
-3,659
Closed -$43K – 432
2021
Q3 		$43K Buy
+3,659
New +$44.9K 0.02% 397

Other funds holding KTF

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Herold Advisors's KTF Position: Q2 2022 in Review

Herold Advisors sold out of DWS Municipal Income Trust (KTF) in Q2 2022, closing a stake of 3,659 shares — an estimated $38.1K sold.

Herold Advisors first reported a position in KTF in Q3 2021 and held it in 2 quarters. The position peaked at $43K in Q3 2021. 81 funds tracked by Wall St. Rank hold KTF as of Q2 2022.

  • Herold Advisors reported no remaining DWS Municipal Income Trust position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 3,659 DWS Municipal Income Trust shares in Q2 2022, an estimated $38.1K.
  • Herold Advisors first reported a position in DWS Municipal Income Trust in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's DWS Municipal Income Trust position peaked at $43K in Q3 2021.
  • 81 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.