Syverson Strege & Co’s DWS Municipal Income Trust KTF Stock Holding History

Syverson Strege & Co’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 Q2	–	Sell	-300	Closed	-$2.67K	–	369
2023 Q1	$2.67K	Hold	300	–	–	﹤0.01%	432
2022 Q4	$2.58K	Hold	300	–	–	﹤0.01%	251
2022 Q3	$2K	Hold	300	–	–	﹤0.01%	251
2022 Q2	$3K	Hold	300	–	–	﹤0.01%	280
2022 Q1	$3K	Hold	300	–	–	﹤0.01%	260
2021 Q4	$4K	Hold	300	–	–	﹤0.01%	247
2021 Q3	$4K	Hold	300	–	–	﹤0.01%	349
2021 Q2	$4K	Hold	300	–	–	﹤0.01%	227
2021 Q1	$3K	Hold	300	–	–	﹤0.01%	232
2020 Q4	$3K	Buy	+300	New	+$3.36K	﹤0.01%	213

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 New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

VCM

Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Syverson Strege & Co's KTF Position: Q2 2023 in Review

Syverson Strege & Co sold out of DWS Municipal Income Trust (KTF) in Q2 2023, closing a stake of 300 shares — an estimated $2.67K sold.

Syverson Strege & Co first reported a position in KTF in Q4 2020 and held it in 10 quarters. The position peaked at $4K in Q4 2021. 79 funds tracked by Wall St. Rank hold KTF as of Q2 2023.

Syverson Strege & Co reported no remaining DWS Municipal Income Trust position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 300 DWS Municipal Income Trust shares in Q2 2023, an estimated $2.67K.
Syverson Strege & Co first reported a position in DWS Municipal Income Trust in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's DWS Municipal Income Trust position peaked at $4K in Q4 2021.
79 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.