PWPS
KTF

Pinnacle Wealth Planning Services’s DWS Municipal Income Trust KTF Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-448
Closed -$5K – 1207
2020
Q4 		$5K Buy
+448
New +$5.02K ﹤0.01% 1663

Other funds holding KTF

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Pinnacle Wealth Planning Services's KTF Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of DWS Municipal Income Trust (KTF) in Q1 2021, closing a stake of 448 shares — an estimated $5K sold.

Pinnacle Wealth Planning Services first reported a position in KTF in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 73 funds tracked by Wall St. Rank hold KTF as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining DWS Municipal Income Trust position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 448 DWS Municipal Income Trust shares in Q1 2021, an estimated $5K.
  • Pinnacle Wealth Planning Services first reported a position in DWS Municipal Income Trust in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's DWS Municipal Income Trust position peaked at $5K in Q4 2020.
  • 73 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.