TSWM
KTF

Triangle Securities Wealth Management’s DWS Municipal Income Trust KTF Stock Holding History

Triangle Securities 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
2013
Q3 		– Sell
-5,000
Closed -$65K – 264
2013
Q2 		$65K Buy
+5,000
New +$70.4K 0.05% 220

Other funds holding KTF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

Triangle Securities Wealth Management's KTF Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of DWS Municipal Income Trust (KTF) in Q3 2013, closing a stake of 5,000 shares — an estimated $65K sold.

Triangle Securities Wealth Management first reported a position in KTF in Q2 2013 and held it in 1 quarter. The position peaked at $65K in Q2 2013. 48 funds tracked by Wall St. Rank hold KTF as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining DWS Municipal Income Trust position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 5,000 DWS Municipal Income Trust shares in Q3 2013, an estimated $65K.
  • Triangle Securities Wealth Management first reported a position in DWS Municipal Income Trust in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's DWS Municipal Income Trust position peaked at $65K in Q2 2013.
  • 48 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.