Raymond James Trust
KTF icon

Raymond James Trust’s DWS Municipal Income Trust KTF Stock Holding History

Raymond James Trust’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
2014
Q3 		– Sell
-18,411
Closed -$251K – 625
2014
Q2 		$251K Hold
18,411
– – 0.03% 480
2014
Q1 		$240K Hold
18,411
– – 0.03% 466
2013
Q4 		$221K Hold
18,411
– – 0.03% 491
2013
Q3 		$228K Hold
18,411
– – 0.04% 453
2013
Q2 		$238K Buy
+18,411
New +$259K 0.04% 396

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UBS
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Bank of America
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LPL Financial
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Macroview Investment Management
Macroview Investment Management Bethesda, Maryland $167M AUM 15.37% 1-Year Est. Return
Goldman Sachs
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Morgan Stanley
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Raymond James Trust's KTF Position: Q3 2014 in Review

Raymond James Trust sold out of DWS Municipal Income Trust (KTF) in Q3 2014, closing a stake of 18,411 shares — an estimated $251K sold.

Raymond James Trust first reported a position in KTF in Q2 2013 and held it in 5 quarters. The position peaked at $251K in Q2 2014. 43 funds tracked by Wall St. Rank hold KTF as of Q3 2014.

  • Raymond James Trust reported no remaining DWS Municipal Income Trust position as of Q3 2014 after selling out during the quarter.
  • Raymond James Trust sold 18,411 DWS Municipal Income Trust shares in Q3 2014, an estimated $251K.
  • Raymond James Trust first reported a position in DWS Municipal Income Trust in Q2 2013 and held it in 5 quarters.
  • Raymond James Trust's DWS Municipal Income Trust position peaked at $251K in Q2 2014.
  • 43 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q3 2014.

Based on Raymond James Trust's 13F filing for Q3 2014, filed 10 Oct 2014.