SBL
DTF

Sargent Bickham Lagudis’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

Sargent Bickham Lagudis’s Portfolio DTF Stock Details DTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-250
Closed -$4K – 805
2019
Q4 		$4K Buy
+250
New +$3.61K ﹤0.01% 710

Other funds holding DTF

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

Sargent Bickham Lagudis's DTF Position: Q1 2020 in Review

Sargent Bickham Lagudis sold out of DTF Tax-Free Income 2028 Term Fund (DTF) in Q1 2020, closing a stake of 250 shares — an estimated $4K sold.

Sargent Bickham Lagudis first reported a position in DTF in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 25 funds tracked by Wall St. Rank hold DTF as of Q1 2020.

  • Sargent Bickham Lagudis reported no remaining DTF Tax-Free Income 2028 Term Fund position as of Q1 2020 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 250 DTF Tax-Free Income 2028 Term Fund shares in Q1 2020, an estimated $4K.
  • Sargent Bickham Lagudis first reported a position in DTF Tax-Free Income 2028 Term Fund in Q4 2019 and held it in 1 quarter.
  • Sargent Bickham Lagudis's DTF Tax-Free Income 2028 Term Fund position peaked at $4K in Q4 2019.
  • 25 funds tracked by Wall St. Rank held DTF Tax-Free Income 2028 Term Fund as of Q1 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2020, filed 7 Sep 2021.