IWM
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IHT Wealth Management’s DWS Municipal Income Trust KTF Stock Holding History

IHT Wealth Management’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
2017
Q3 		– Sell
-968
Closed -$63K – 1490
2017
Q2 		$63K Hold
968
– – 0.03% 456
2017
Q1 		$13K Buy
+968
New +$12.9K 0.01% 763

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Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

IHT Wealth Management's KTF Position: Q3 2017 in Review

IHT Wealth Management sold out of DWS Municipal Income Trust (KTF) in Q3 2017, closing a stake of 968 shares — an estimated $63K sold.

IHT Wealth Management first reported a position in KTF in Q1 2017 and held it in 2 quarters. The position peaked at $63K in Q2 2017. 46 funds tracked by Wall St. Rank hold KTF as of Q3 2017.

  • IHT Wealth Management reported no remaining DWS Municipal Income Trust position as of Q3 2017 after selling out during the quarter.
  • IHT Wealth Management sold 968 DWS Municipal Income Trust shares in Q3 2017, an estimated $63K.
  • IHT Wealth Management first reported a position in DWS Municipal Income Trust in Q1 2017 and held it in 2 quarters.
  • IHT Wealth Management's DWS Municipal Income Trust position peaked at $63K in Q2 2017.
  • 46 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q3 2017.

Based on IHT Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.