HGERS
KTF

Householder Group Estate & Retirement Specialist’s DWS Municipal Income Trust KTF Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-667
Closed -$6K – 902
2024
Q3 		$6K Hold
667
– – ﹤0.01% 903
2024
Q2 		$6K Hold
667
– – ﹤0.01% 912
2024
Q1 		$6.02K Hold
667
– – ﹤0.01% 909
2023
Q4 		$5K Hold
667
– – ﹤0.01% 889
2023
Q3 		$5.14K Buy
+667
New +$5.61K ﹤0.01% 936
2023
Q1 		$6K Buy
+667
New +$5.87K ﹤0.01% 917
2022
Q4 		– Sell
-667
Closed -$5K – 762
2022
Q3 		$5K Buy
+667
New +$6.19K ﹤0.01% 861

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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's KTF Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of DWS Municipal Income Trust (KTF) in Q4 2024, closing a stake of 667 shares — an estimated $6K sold.

Householder Group Estate & Retirement Specialist first reported a position in KTF in Q3 2022 and held it in 7 quarters. The position peaked at $6.02K in Q1 2024. 75 funds tracked by Wall St. Rank hold KTF as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining DWS Municipal Income Trust position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 667 DWS Municipal Income Trust shares in Q4 2024, an estimated $6K.
  • Householder Group Estate & Retirement Specialist first reported a position in DWS Municipal Income Trust in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's DWS Municipal Income Trust position peaked at $6.02K in Q1 2024.
  • 75 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.