SSWM
KTF

Smith Salley Wealth Management’s DWS Municipal Income Trust KTF Stock Holding History

Smith Salley Wealth 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
2022
Q1 		– Sell
-10,566
Closed -$125K – 248
2021
Q4 		$125K Buy
+10,566
New +$125K 0.01% 246

Other funds holding KTF

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Smith Salley Wealth Management's KTF Position: Q1 2022 in Review

Smith Salley Wealth Management sold out of DWS Municipal Income Trust (KTF) in Q1 2022, closing a stake of 10,566 shares — an estimated $125K sold.

Smith Salley Wealth Management first reported a position in KTF in Q4 2021 and held it in 1 quarter. The position peaked at $125K in Q4 2021. 77 funds tracked by Wall St. Rank hold KTF as of Q1 2022.

  • Smith Salley Wealth Management reported no remaining DWS Municipal Income Trust position as of Q1 2022 after selling out during the quarter.
  • Smith Salley Wealth Management sold 10,566 DWS Municipal Income Trust shares in Q1 2022, an estimated $125K.
  • Smith Salley Wealth Management first reported a position in DWS Municipal Income Trust in Q4 2021 and held it in 1 quarter.
  • Smith Salley Wealth Management's DWS Municipal Income Trust position peaked at $125K in Q4 2021.
  • 77 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q1 2022.

Based on Smith Salley Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.