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

Mascoma 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
2019 Q2	–	Sell	-1,000	Closed	-$11K	–	397
2019 Q1	$11K	Hold	1,000	–	–	0.01%	260
2018 Q4	$10K	Hold	1,000	–	–	0.01%	257
2018 Q3	$10K	Hold	1,000	–	–	0.01%	281
2018 Q2	$11K	Hold	1,000	–	–	0.01%	266
2018 Q1	$11K	Hold	1,000	–	–	0.01%	261
2017 Q4	$11K	Hold	1,000	–	–	0.01%	256
2017 Q3	$13K	Hold	1,000	–	–	0.01%	263
2017 Q2	$14K	Buy	+1,000	New	+$13.5K	0.01%	263

Other funds holding KTF

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Mascoma Wealth Management's KTF Position: Q2 2019 in Review

Mascoma Wealth Management sold out of DWS Municipal Income Trust (KTF) in Q2 2019, closing a stake of 1,000 shares — an estimated $11K sold.

Mascoma Wealth Management first reported a position in KTF in Q2 2017 and held it in 8 quarters. The position peaked at $14K in Q2 2017. 67 funds tracked by Wall St. Rank hold KTF as of Q2 2019.

Mascoma Wealth Management reported no remaining DWS Municipal Income Trust position as of Q2 2019 after selling out during the quarter.
Mascoma Wealth Management sold 1,000 DWS Municipal Income Trust shares in Q2 2019, an estimated $11K.
Mascoma Wealth Management first reported a position in DWS Municipal Income Trust in Q2 2017 and held it in 8 quarters.
Mascoma Wealth Management's DWS Municipal Income Trust position peaked at $14K in Q2 2017.
67 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q2 2019.

Based on Mascoma Wealth Management's 13F filing for Q2 2019, filed 29 Jul 2019.