WLPWM
KTF

Walled Lake Planning & Wealth Management’s DWS Municipal Income Trust KTF Stock Holding History

Walled Lake Planning & 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
2021
Q1 		– Sell
-8
Closed – – 349
2020
Q4 		$0 Sell
8
-7
-47% -$78 ﹤0.01% 338
2020
Q3 		$0 Hold
15
– – ﹤0.01% 354
2020
Q2 		$0 Hold
15
– – ﹤0.01% 354
2020
Q1 		$0 Buy
+15
New +$170 ﹤0.01% 346

Other funds holding KTF

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Walled Lake Planning & Wealth Management's KTF Position: Q1 2021 in Review

Walled Lake Planning & Wealth Management sold out of DWS Municipal Income Trust (KTF) in Q1 2021, closing a stake of 8 shares.

Walled Lake Planning & Wealth Management first reported a position in KTF in Q1 2020 and held it in 4 quarters. The position peaked at $0 in Q4 2020. 73 funds tracked by Wall St. Rank hold KTF as of Q1 2021.

  • Walled Lake Planning & Wealth Management reported no remaining DWS Municipal Income Trust position as of Q1 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 8 DWS Municipal Income Trust shares in Q1 2021.
  • Walled Lake Planning & Wealth Management first reported a position in DWS Municipal Income Trust in Q1 2020 and held it in 4 quarters.
  • Walled Lake Planning & Wealth Management's DWS Municipal Income Trust position peaked at $0 in Q4 2020.
  • 73 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q1 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.