PWM
KTF

PBMares Wealth Management’s DWS Municipal Income Trust KTF Stock Holding History

PBMares Wealth Management’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
2020
Q1 		– Sell
-11,500
Closed -$130K – 123
2019
Q4 		$130K Buy
+11,500
New +$132K 0.15% 119

Other funds holding KTF

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

PBMares Wealth Management's KTF Position: Q1 2020 in Review

PBMares Wealth Management sold out of DWS Municipal Income Trust (KTF) in Q1 2020, closing a stake of 11,500 shares — an estimated $130K sold.

PBMares Wealth Management first reported a position in KTF in Q4 2019 and held it in 1 quarter. The position peaked at $130K in Q4 2019. 73 funds tracked by Wall St. Rank hold KTF as of Q1 2020.

  • PBMares Wealth Management reported no remaining DWS Municipal Income Trust position as of Q1 2020 after selling out during the quarter.
  • PBMares Wealth Management sold 11,500 DWS Municipal Income Trust shares in Q1 2020, an estimated $130K.
  • PBMares Wealth Management first reported a position in DWS Municipal Income Trust in Q4 2019 and held it in 1 quarter.
  • PBMares Wealth Management's DWS Municipal Income Trust position peaked at $130K in Q4 2019.
  • 73 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q1 2020.

Based on PBMares Wealth Management's 13F filing for Q1 2020, filed 17 Apr 2020.