Wagner Wealth Management (South Carolina)’s DWS Municipal Income Trust KTF Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q4	–	Sell	-5,500	Closed	-$46K	–	496
2022 Q3	$46K	Hold	5,500	–	–	0.03%	216
2022 Q2	$52K	Buy	+5,500	New	+$51.9K	0.04%	200
2022 Q1	–	Sell	-5,500	Closed	-$65K	–	446
2021 Q4	$65K	Hold	5,500	–	–	0.05%	217
2021 Q3	$64K	Hold	5,500	–	–	0.05%	210
2021 Q2	$67K	Hold	5,500	–	–	0.05%	224
2021 Q1	$64K	Buy	+5,500	New	+$63.5K	0.05%	209
2018 Q3	$58K	Buy	+5,500	New	+$59.8K	0.04%	239

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

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RCM

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

Wagner Wealth Management (South Carolina)'s KTF Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of DWS Municipal Income Trust (KTF) in Q4 2022, closing a stake of 5,500 shares — an estimated $46K sold.

Wagner Wealth Management (South Carolina) first reported a position in KTF in Q3 2018 and held it in 7 quarters. The position peaked at $67K in Q2 2021. 80 funds tracked by Wall St. Rank hold KTF as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining DWS Municipal Income Trust position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 5,500 DWS Municipal Income Trust shares in Q4 2022, an estimated $46K.
Wagner Wealth Management (South Carolina) first reported a position in DWS Municipal Income Trust in Q3 2018 and held it in 7 quarters.
Wagner Wealth Management (South Carolina)'s DWS Municipal Income Trust position peaked at $67K in Q2 2021.
80 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.