POIA
KTF

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

Pin Oak 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
2018
Q2 		– Sell
-7,795
Closed -$87K – 436
2018
Q1 		$87K Sell
7,795
-7,000
-47% -$80K 0.07% 158
2017
Q4 		$176K Buy
+14,795
New +$178K 0.14% 123

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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Pin Oak Investment Advisors's KTF Position: Q2 2018 in Review

Pin Oak Investment Advisors sold out of DWS Municipal Income Trust (KTF) in Q2 2018, closing a stake of 7,795 shares — an estimated $87K sold.

Pin Oak Investment Advisors first reported a position in KTF in Q4 2017 and held it in 2 quarters. The position peaked at $176K in Q4 2017. 46 funds tracked by Wall St. Rank hold KTF as of Q2 2018.

  • Pin Oak Investment Advisors reported no remaining DWS Municipal Income Trust position as of Q2 2018 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 7,795 DWS Municipal Income Trust shares in Q2 2018, an estimated $87K.
  • Pin Oak Investment Advisors first reported a position in DWS Municipal Income Trust in Q4 2017 and held it in 2 quarters.
  • Pin Oak Investment Advisors's DWS Municipal Income Trust position peaked at $176K in Q4 2017.
  • 46 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q2 2018.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2018, filed 15 Aug 2018.