TC
KTF

Trust Company’s DWS Municipal Income Trust KTF Stock Holding History

Trust Company’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
2017
Q1 		– Sell
-300
Closed -$4K – 358
2016
Q4 		$4K Hold
300
– – ﹤0.01% 332
2016
Q3 		$4K Hold
300
– – ﹤0.01% 353
2016
Q2 		$4K Hold
300
– – ﹤0.01% 327
2016
Q1 		$4K Hold
300
– – ﹤0.01% 319
2015
Q4 		$4.04K Buy
+300
New +$4K ﹤0.01% 317

Other funds holding KTF

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Trust Company's KTF Position: Q1 2017 in Review

Trust Company sold out of DWS Municipal Income Trust (KTF) in Q1 2017, closing a stake of 300 shares — an estimated $4K sold.

Trust Company first reported a position in KTF in Q4 2015 and held it in 5 quarters. The position peaked at $4.04K in Q4 2015. 42 funds tracked by Wall St. Rank hold KTF as of Q1 2017.

  • Trust Company reported no remaining DWS Municipal Income Trust position as of Q1 2017 after selling out during the quarter.
  • Trust Company sold 300 DWS Municipal Income Trust shares in Q1 2017, an estimated $4K.
  • Trust Company first reported a position in DWS Municipal Income Trust in Q4 2015 and held it in 5 quarters.
  • Trust Company's DWS Municipal Income Trust position peaked at $4.04K in Q4 2015.
  • 42 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q1 2017.

Based on Trust Company's 13F filing for Q1 2017, filed 6 Apr 2017.