OFG
KTF

OTA Financial Group’s DWS Municipal Income Trust KTF Stock Holding History

OTA Financial Group’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
2013
Q3 		– Sell
-20,523
Closed -$264K – 98
2013
Q2 		$264K Buy
+20,523
New +$289K 0.12% 73

Other funds holding KTF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

OTA Financial Group's KTF Position: Q3 2013 in Review

OTA Financial Group sold out of DWS Municipal Income Trust (KTF) in Q3 2013, closing a stake of 20,523 shares — an estimated $264K sold.

OTA Financial Group first reported a position in KTF in Q2 2013 and held it in 1 quarter. The position peaked at $264K in Q2 2013. 48 funds tracked by Wall St. Rank hold KTF as of Q3 2013.

  • OTA Financial Group reported no remaining DWS Municipal Income Trust position as of Q3 2013 after selling out during the quarter.
  • OTA Financial Group sold 20,523 DWS Municipal Income Trust shares in Q3 2013, an estimated $264K.
  • OTA Financial Group first reported a position in DWS Municipal Income Trust in Q2 2013 and held it in 1 quarter.
  • OTA Financial Group's DWS Municipal Income Trust position peaked at $264K in Q2 2013.
  • 48 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q3 2013.

Based on OTA Financial Group's 13F filing for Q3 2013, filed 12 Nov 2013.