WOC
KTF

West Oak Capital’s DWS Municipal Income Trust KTF Stock Holding History

West Oak Capital’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
2016
Q4 		– Sell
-700
Closed -$9.86K – 364
2016
Q3 		$9.86K Hold
700
– – 0.01% 294
2016
Q2 		$10.1K Buy
+700
New +$9.91K 0.01% 267

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SIA
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N
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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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

West Oak Capital's KTF Position: Q4 2016 in Review

West Oak Capital sold out of DWS Municipal Income Trust (KTF) in Q4 2016, closing a stake of 700 shares — an estimated $9.86K sold.

West Oak Capital first reported a position in KTF in Q2 2016 and held it in 2 quarters. The position peaked at $10.1K in Q2 2016. 42 funds tracked by Wall St. Rank hold KTF as of Q4 2016.

  • West Oak Capital reported no remaining DWS Municipal Income Trust position as of Q4 2016 after selling out during the quarter.
  • West Oak Capital sold 700 DWS Municipal Income Trust shares in Q4 2016, an estimated $9.86K.
  • West Oak Capital first reported a position in DWS Municipal Income Trust in Q2 2016 and held it in 2 quarters.
  • West Oak Capital's DWS Municipal Income Trust position peaked at $10.1K in Q2 2016.
  • 42 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q4 2016.

Based on West Oak Capital's 13F filing for Q4 2016, filed 4 Jan 2017.