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DTF

NewEdge Advisors’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

NewEdge Advisors’s Portfolio DTF Stock Details DTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-367
Closed -$3.94K – 3849
2024
Q1 		$3.94K Hold
367
– – ﹤0.01% 3216
2023
Q4 		$3.94K Hold
367
– – ﹤0.01% 3189
2023
Q3 		$3.92K Hold
367
– – ﹤0.01% 2880
2023
Q2 		$3.95K Hold
367
– – ﹤0.01% 2884
2023
Q1 		$4.07K Hold
367
– – ﹤0.01% 2850
2022
Q4 		$4 Buy
+367
New +$4.06K ﹤0.01% 3835

Other funds holding DTF

AW
Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

NewEdge Advisors's DTF Position: Q2 2024 in Review

NewEdge Advisors sold out of DTF Tax-Free Income 2028 Term Fund (DTF) in Q2 2024, closing a stake of 367 shares — an estimated $3.94K sold.

NewEdge Advisors first reported a position in DTF in Q4 2022 and held it in 6 quarters. The position peaked at $4.07K in Q1 2023. 32 funds tracked by Wall St. Rank hold DTF as of Q2 2024.

  • NewEdge Advisors reported no remaining DTF Tax-Free Income 2028 Term Fund position as of Q2 2024 after selling out during the quarter.
  • NewEdge Advisors sold 367 DTF Tax-Free Income 2028 Term Fund shares in Q2 2024, an estimated $3.94K.
  • NewEdge Advisors first reported a position in DTF Tax-Free Income 2028 Term Fund in Q4 2022 and held it in 6 quarters.
  • NewEdge Advisors's DTF Tax-Free Income 2028 Term Fund position peaked at $4.07K in Q1 2023.
  • 32 funds tracked by Wall St. Rank held DTF Tax-Free Income 2028 Term Fund as of Q2 2024.

Based on NewEdge Advisors's 13F filing for Q2 2024, filed 16 Aug 2024.