WRM
KTF

Westport Resources Management’s DWS Municipal Income Trust KTF Stock Holding History

Westport Resources 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
2014
Q1 		– Sell
-6,600
Closed -$79K – 1122
2013
Q4 		$79K Hold
6,600
– – 0.02% 460
2013
Q3 		$82K Hold
6,600
– – 0.03% 415
2013
Q2 		$85K Buy
+6,600
New +$93K 0.03% 386

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 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
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Westport Resources Management's KTF Position: Q1 2014 in Review

Westport Resources Management sold out of DWS Municipal Income Trust (KTF) in Q1 2014, closing a stake of 6,600 shares — an estimated $79K sold.

Westport Resources Management first reported a position in KTF in Q2 2013 and held it in 3 quarters. The position peaked at $85K in Q2 2013. 49 funds tracked by Wall St. Rank hold KTF as of Q1 2014.

  • Westport Resources Management reported no remaining DWS Municipal Income Trust position as of Q1 2014 after selling out during the quarter.
  • Westport Resources Management sold 6,600 DWS Municipal Income Trust shares in Q1 2014, an estimated $79K.
  • Westport Resources Management first reported a position in DWS Municipal Income Trust in Q2 2013 and held it in 3 quarters.
  • Westport Resources Management's DWS Municipal Income Trust position peaked at $85K in Q2 2013.
  • 49 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q1 2014.

Based on Westport Resources Management's 13F filing for Q1 2014, filed 2 May 2014.