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

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1CP

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Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

VCM

Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.76B AUM 2.8% 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.