LCM
DTF

Landscape Capital Management’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

Landscape Capital Management’s Portfolio DTF Stock Details DTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-18,038
Closed -$198K – 720
2024
Q2 		$198K Sell
18,038
-13,704
-43% -$149K 0.02% 609
2024
Q1 		$341K Sell
31,742
-5,930
-16% -$64.1K 0.03% 515
2023
Q4 		$405K Buy
+37,672
New +$403K 0.04% 475
2019
Q4 		– Sell
-13,089
Closed -$189K – 671
2019
Q3 		$189K Sell
13,089
-2,455
-16% -$34.5K 0.01% 603
2019
Q2 		$215K Sell
15,544
-21,784
-58% -$298K 0.02% 588
2019
Q1 		$494K Sell
37,328
-6,649
-15% -$86.9K 0.05% 414
2018
Q4 		$544K Buy
43,977
+994
+2% +$12.5K 0.04% 441
2018
Q3 		$552K Buy
42,983
+12,758
+42% +$168K 0.04% 385
2018
Q2 		$403K Sell
30,225
-8,102
-21% -$107K 0.03% 332
2018
Q1 		$510K Buy
38,327
+9,923
+35% +$134K 0.04% 316
2017
Q4 		$399K Buy
28,404
+14,221
+100% +$202K 0.04% 431
2017
Q3 		$203K Buy
+14,183
New +$206K 0.02% 461
2016
Q1 		– Sell
-15,808
Closed -$239K – 633
2015
Q4 		$239K Buy
+15,808
New +$236K 0.03% 770
2015
Q3 		– Sell
-16,257
Closed -$233K – 659
2015
Q2 		$233K Buy
+16,257
New +$241K 0.04% 565

Other funds holding DTF

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 0.66% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BHPW
Beverly Hills Private Wealth Beverly Hills, California $600M AUM 21.5% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Landscape Capital Management's DTF Position: Q3 2024 in Review

Landscape Capital Management sold out of DTF Tax-Free Income 2028 Term Fund (DTF) in Q3 2024, closing a stake of 18,038 shares — an estimated $198K sold.

Landscape Capital Management first reported a position in DTF in Q2 2015 and held it in 14 quarters. The position peaked at $552K in Q3 2018. 30 funds tracked by Wall St. Rank hold DTF as of Q3 2024.

  • Landscape Capital Management reported no remaining DTF Tax-Free Income 2028 Term Fund position as of Q3 2024 after selling out during the quarter.
  • Landscape Capital Management sold 18,038 DTF Tax-Free Income 2028 Term Fund shares in Q3 2024, an estimated $198K.
  • Landscape Capital Management first reported a position in DTF Tax-Free Income 2028 Term Fund in Q2 2015 and held it in 14 quarters.
  • Landscape Capital Management's DTF Tax-Free Income 2028 Term Fund position peaked at $552K in Q3 2018.
  • 30 funds tracked by Wall St. Rank held DTF Tax-Free Income 2028 Term Fund as of Q3 2024.

Based on Landscape Capital Management's 13F filing for Q3 2024, filed 8 Nov 2024.