PP
KTF

Paloma Partners’s DWS Municipal Income Trust KTF Stock Holding History

Paloma Partners’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
Q4 		– Sell
-11,500
Closed -$142K – 1098
2013
Q3 		$142K Buy
11,500
+1,100
+11% +$13.4K 0.01% 812
2013
Q2 		$134K Buy
+10,400
New +$147K 0.01% 1038

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Paloma Partners's KTF Position: Q4 2013 in Review

Paloma Partners sold out of DWS Municipal Income Trust (KTF) in Q4 2013, closing a stake of 11,500 shares — an estimated $142K sold.

Paloma Partners first reported a position in KTF in Q2 2013 and held it in 2 quarters. The position peaked at $142K in Q3 2013. 48 funds tracked by Wall St. Rank hold KTF as of Q4 2013.

  • Paloma Partners reported no remaining DWS Municipal Income Trust position as of Q4 2013 after selling out during the quarter.
  • Paloma Partners sold 11,500 DWS Municipal Income Trust shares in Q4 2013, an estimated $142K.
  • Paloma Partners first reported a position in DWS Municipal Income Trust in Q2 2013 and held it in 2 quarters.
  • Paloma Partners's DWS Municipal Income Trust position peaked at $142K in Q3 2013.
  • 48 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q4 2013.

Based on Paloma Partners's 13F filing for Q4 2013, filed 14 Feb 2014.