SS
KTF

Simplicity Solutions’s DWS Municipal Income Trust KTF Stock Holding History

Simplicity Solutions’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
2023
Q1 		– Sell
-26,521
Closed -$228K – 1190
2022
Q4 		$228K Buy
26,521
+95
+0.4% +$803 0.03% 577
2022
Q3 		$220K Buy
+26,426
New +$245K 0.03% 566

Other funds holding KTF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

Simplicity Solutions's KTF Position: Q1 2023 in Review

Simplicity Solutions sold out of DWS Municipal Income Trust (KTF) in Q1 2023, closing a stake of 26,521 shares — an estimated $228K sold.

Simplicity Solutions first reported a position in KTF in Q3 2022 and held it in 2 quarters. The position peaked at $228K in Q4 2022. 80 funds tracked by Wall St. Rank hold KTF as of Q1 2023.

  • Simplicity Solutions reported no remaining DWS Municipal Income Trust position as of Q1 2023 after selling out during the quarter.
  • Simplicity Solutions sold 26,521 DWS Municipal Income Trust shares in Q1 2023, an estimated $228K.
  • Simplicity Solutions first reported a position in DWS Municipal Income Trust in Q3 2022 and held it in 2 quarters.
  • Simplicity Solutions's DWS Municipal Income Trust position peaked at $228K in Q4 2022.
  • 80 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q1 2023.

Based on Simplicity Solutions's 13F filing for Q1 2023, filed 27 Apr 2023.