NPC
KTF

National Planning Corporation’s DWS Municipal Income Trust KTF Stock Holding History

National Planning Corporation’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
2017
Q4 		– Sell
-60,236
Closed -$766K – 359
2017
Q3 		$766K Sell
60,236
-1,471
-2% -$19.3K 0.06% 274
2017
Q2 		$839K Buy
61,707
+1,800
+3% +$24.3K 0.06% 290
2017
Q1 		$793K Sell
59,907
-500
-0.8% -$6.67K 0.06% 279
2016
Q4 		$819K Sell
60,407
-4,900
-8% -$64.8K 0.06% 267
2016
Q3 		$886K Hold
65,307
– – 0.07% 250
2016
Q2 		$947K Buy
65,307
+13,500
+26% +$191K 0.07% 248
2016
Q1 		$739K Sell
51,807
-5,200
-9% -$72K 0.06% 284
2015
Q4 		$800K Buy
57,007
+2,969
+5% +$39.6K 0.07% 291
2015
Q3 		$736K Buy
54,038
+41,600
+334% +$532K 0.07% 270
2015
Q2 		$158K Buy
12,438
+200
+2% +$2.65K 0.01% 606
2015
Q1 		$167K Hold
12,238
– – 0.01% 604
2014
Q4 		$168K Hold
12,238
– – 0.01% 731
2014
Q3 		$161K Buy
+12,238
New +$163K 0.01% 689

Other funds holding KTF

LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

National Planning Corporation's KTF Position: Q4 2017 in Review

National Planning Corporation sold out of DWS Municipal Income Trust (KTF) in Q4 2017, closing a stake of 60,236 shares — an estimated $766K sold.

National Planning Corporation first reported a position in KTF in Q3 2014 and held it in 13 quarters. The position peaked at $947K in Q2 2016. 63 funds tracked by Wall St. Rank hold KTF as of Q4 2017.

  • National Planning Corporation reported no remaining DWS Municipal Income Trust position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 60,236 DWS Municipal Income Trust shares in Q4 2017, an estimated $766K.
  • National Planning Corporation first reported a position in DWS Municipal Income Trust in Q3 2014 and held it in 13 quarters.
  • National Planning Corporation's DWS Municipal Income Trust position peaked at $947K in Q2 2016.
  • 63 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.