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

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

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

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

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

Bank of America

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

Fiera Capital (Canada)

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

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

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

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return