Laird Norton Wetherby Wealth Management’s DWS Municipal Income Trust KTF Stock Holding History

Laird Norton Wetherby 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
2023 Q4	–	Sell	-13,075	Closed	-$101K	–	952
2023 Q3	$101K	Sell	13,075 -932	-7%	-$7.83K	0.01%	865
2023 Q2	$121K	Buy	14,007 +664	+5%	+$5.74K	0.01%	902
2023 Q1	$119K	Sell	13,343 -80	-0.6%	-$704	0.01%	872
2022 Q4	$116K	Buy	+13,423	New	+$113K	0.01%	844
2019 Q1	–	Sell	-14,819	Closed	-$153K	–	669
2018 Q4	$153K	Buy	14,819 +417	+3%	+$4.29K	0.02%	599
2018 Q3	$151K	Buy	+14,402	New	+$156K	0.02%	639
2018 Q2	–	Sell	-13,831	Closed	-$155K	–	656
2018 Q1	$155K	Buy	+13,831	New	+$158K	0.02%	618

Other funds holding KTF

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's KTF Position: Q4 2023 in Review

Laird Norton Wetherby Wealth Management sold out of DWS Municipal Income Trust (KTF) in Q4 2023, closing a stake of 13,075 shares — an estimated $101K sold.

Laird Norton Wetherby Wealth Management first reported a position in KTF in Q1 2018 and held it in 7 quarters. The position peaked at $155K in Q1 2018. 78 funds tracked by Wall St. Rank hold KTF as of Q4 2023.

Laird Norton Wetherby Wealth Management reported no remaining DWS Municipal Income Trust position as of Q4 2023 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 13,075 DWS Municipal Income Trust shares in Q4 2023, an estimated $101K.
Laird Norton Wetherby Wealth Management first reported a position in DWS Municipal Income Trust in Q1 2018 and held it in 7 quarters.
Laird Norton Wetherby Wealth Management's DWS Municipal Income Trust position peaked at $155K in Q1 2018.
78 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q4 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.