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

Regal 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 Q4	–	Sell	-10,621	Closed	-$111K	–	352
2018 Q3	$111K	Buy	+10,621	New	+$115K	0.02%	312
2017 Q4	–	Sell	-11,365	Closed	-$144K	–	299
2017 Q3	$144K	Buy	11,365 +897	+9%	+$11.7K	0.03%	272
2017 Q2	$141K	Buy	10,468 +133	+1%	+$1.79K	0.03%	251
2017 Q1	$137K	Buy	10,335 +132	+1%	+$1.76K	0.04%	254
2016 Q4	$134K	Buy	10,203 +139	+1%	+$1.84K	0.04%	239
2016 Q3	$142K	Buy	+10,064	New	+$146K	0.04%	253

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Regal Investment Advisors's KTF Position: Q4 2018 in Review

Regal Investment Advisors sold out of DWS Municipal Income Trust (KTF) in Q4 2018, closing a stake of 10,621 shares — an estimated $111K sold.

Regal Investment Advisors first reported a position in KTF in Q3 2016 and held it in 6 quarters. The position peaked at $144K in Q3 2017. 67 funds tracked by Wall St. Rank hold KTF as of Q4 2018.

Regal Investment Advisors reported no remaining DWS Municipal Income Trust position as of Q4 2018 after selling out during the quarter.
Regal Investment Advisors sold 10,621 DWS Municipal Income Trust shares in Q4 2018, an estimated $111K.
Regal Investment Advisors first reported a position in DWS Municipal Income Trust in Q3 2016 and held it in 6 quarters.
Regal Investment Advisors's DWS Municipal Income Trust position peaked at $144K in Q3 2017.
67 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q4 2018.

Based on Regal Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.