PCM
KTF

Pointe Capital Management’s DWS Municipal Income Trust KTF Stock Holding History

Pointe Capital 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
2017
Q1 		– Sell
-19,575
Closed -$257K – 197
2016
Q4 		$257K Buy
+19,575
New +$259K 0.15% 116

Other funds holding KTF

UBS Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Pointe Capital Management's KTF Position: Q1 2017 in Review

Pointe Capital Management sold out of DWS Municipal Income Trust (KTF) in Q1 2017, closing a stake of 19,575 shares — an estimated $257K sold.

Pointe Capital Management first reported a position in KTF in Q4 2016 and held it in 1 quarter. The position peaked at $257K in Q4 2016. 42 funds tracked by Wall St. Rank hold KTF as of Q1 2017.

  • Pointe Capital Management reported no remaining DWS Municipal Income Trust position as of Q1 2017 after selling out during the quarter.
  • Pointe Capital Management sold 19,575 DWS Municipal Income Trust shares in Q1 2017, an estimated $257K.
  • Pointe Capital Management first reported a position in DWS Municipal Income Trust in Q4 2016 and held it in 1 quarter.
  • Pointe Capital Management's DWS Municipal Income Trust position peaked at $257K in Q4 2016.
  • 42 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q1 2017.

Based on Pointe Capital Management's 13F filing for Q1 2017, filed 25 May 2017.