IA
KTF

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

IFP 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
2023
Q3 		– Sell
-100
Closed -$861 – 3447
2023
Q2 		$861 Buy
+100
New +$865 ﹤0.01% 3112
2023
Q1 		– Sell
-554
Closed -$7K – 3974
2022
Q4 		$7K Sell
554
-8,428
-94% -$71.3K ﹤0.01% 3606
2022
Q3 		$100K Buy
8,982
+6,549
+269% +$60.8K ﹤0.01% 1858
2022
Q2 		$28K Hold
2,433
– – ﹤0.01% 2578
2022
Q1 		$28K Buy
+2,433
New +$26.5K ﹤0.01% 2578
2018
Q3 		– Sell
-7,700
Closed -$85K – 3924
2018
Q2 		$85K Sell
7,700
-752
-9% -$8.32K ﹤0.01% 1573
2018
Q1 		$101K Hold
8,452
– – ﹤0.01% 1381
2017
Q4 		$101K Sell
8,452
-833
-9% -$10K ﹤0.01% 1393
2017
Q3 		$118K Buy
9,285
+1,000
+12% +$13.1K ﹤0.01% 1459
2017
Q2 		$112K Hold
8,285
– – ﹤0.01% 1468
2017
Q1 		$110K Sell
8,285
-3,000
-27% -$40K ﹤0.01% 1437
2016
Q4 		$148K Sell
11,285
-881
-7% -$11.7K 0.01% 1207
2016
Q3 		$171K Hold
12,166
– – 0.01% 1078
2016
Q2 		$176K Buy
+12,166
New +$172K 0.01% 1035
2016
Q1 		– Sell
-10,566
Closed -$142K – 2923
2015
Q4 		$142K Buy
+10,566
New +$141K 0.01% 997

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
API
Advisor Partners II Walnut Creek, California $2.49B AUM 30.88% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

IFP Advisors's KTF Position: Q3 2023 in Review

IFP Advisors sold out of DWS Municipal Income Trust (KTF) in Q3 2023, closing a stake of 100 shares — an estimated $861 sold.

IFP Advisors first reported a position in KTF in Q4 2015 and held it in 15 quarters. The position peaked at $176K in Q2 2016. 86 funds tracked by Wall St. Rank hold KTF as of Q3 2023.

  • IFP Advisors reported no remaining DWS Municipal Income Trust position as of Q3 2023 after selling out during the quarter.
  • IFP Advisors sold 100 DWS Municipal Income Trust shares in Q3 2023, an estimated $861.
  • IFP Advisors first reported a position in DWS Municipal Income Trust in Q4 2015 and held it in 15 quarters.
  • IFP Advisors's DWS Municipal Income Trust position peaked at $176K in Q2 2016.
  • 86 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.