MPWT
KTF

MassMutual Private Wealth & Trust’s DWS Municipal Income Trust KTF Stock Holding History

MassMutual Private Wealth & Trust’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
2014
Q4 		– Sell
-47
Closed -$620 – 694
2014
Q3 		$620 Buy
+47
New +$624 ﹤0.01% 747

Other funds holding KTF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $144M AUM 19.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

MassMutual Private Wealth & Trust's KTF Position: Q4 2014 in Review

MassMutual Private Wealth & Trust sold out of DWS Municipal Income Trust (KTF) in Q4 2014, closing a stake of 47 shares — an estimated $620 sold.

MassMutual Private Wealth & Trust first reported a position in KTF in Q3 2014 and held it in 1 quarter. The position peaked at $620 in Q3 2014. 46 funds tracked by Wall St. Rank hold KTF as of Q4 2014.

  • MassMutual Private Wealth & Trust reported no remaining DWS Municipal Income Trust position as of Q4 2014 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 47 DWS Municipal Income Trust shares in Q4 2014, an estimated $620.
  • MassMutual Private Wealth & Trust first reported a position in DWS Municipal Income Trust in Q3 2014 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's DWS Municipal Income Trust position peaked at $620 in Q3 2014.
  • 46 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q4 2014.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2014, filed 5 Feb 2015.