Level Four Advisory Services’s DWS Municipal Income Trust KTF Stock Holding History

Level Four Advisory Services’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
2018 Q3	–	Sell	-14,189	Closed	-$156K	–	608
2018 Q2	$156K	Hold	14,189	–	–	0.01%	593
2018 Q1	$159K	Hold	14,189	–	–	0.01%	514
2017 Q4	$169K	Buy	+14,189	New	+$171K	0.01%	525

Other funds holding KTF

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Level Four Advisory Services's KTF Position: Q3 2018 in Review

Level Four Advisory Services sold out of DWS Municipal Income Trust (KTF) in Q3 2018, closing a stake of 14,189 shares — an estimated $156K sold.

Level Four Advisory Services first reported a position in KTF in Q4 2017 and held it in 3 quarters. The position peaked at $169K in Q4 2017. 68 funds tracked by Wall St. Rank hold KTF as of Q3 2018.

Level Four Advisory Services reported no remaining DWS Municipal Income Trust position as of Q3 2018 after selling out during the quarter.
Level Four Advisory Services sold 14,189 DWS Municipal Income Trust shares in Q3 2018, an estimated $156K.
Level Four Advisory Services first reported a position in DWS Municipal Income Trust in Q4 2017 and held it in 3 quarters.
Level Four Advisory Services's DWS Municipal Income Trust position peaked at $169K in Q4 2017.
68 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q3 2018.

Based on Level Four Advisory Services's 13F filing for Q3 2018, filed 14 Nov 2018.