OIA
KTF

OneDigital Investment Advisors’s DWS Municipal Income Trust KTF Stock Holding History

OneDigital Investment Advisors’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
Q3 		– Sell
-201
Closed -$2K – 878
2019
Q2 		$2K Buy
+201
New +$2.24K ﹤0.01% 1132

Other funds holding KTF

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

OneDigital Investment Advisors's KTF Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of DWS Municipal Income Trust (KTF) in Q3 2019, closing a stake of 201 shares — an estimated $2K sold.

OneDigital Investment Advisors first reported a position in KTF in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 76 funds tracked by Wall St. Rank hold KTF as of Q3 2019.

  • OneDigital Investment Advisors reported no remaining DWS Municipal Income Trust position as of Q3 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 201 DWS Municipal Income Trust shares in Q3 2019, an estimated $2K.
  • OneDigital Investment Advisors first reported a position in DWS Municipal Income Trust in Q2 2019 and held it in 1 quarter.
  • OneDigital Investment Advisors's DWS Municipal Income Trust position peaked at $2K in Q2 2019.
  • 76 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.