WA
KTF

WFG Advisors’s DWS Municipal Income Trust KTF Stock Holding History

WFG Advisors’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
2015
Q1 		– Sell
-298
Closed -$4K – 1933
2014
Q4 		$4K Buy
298
+5
+2% +$67 ﹤0.01% 1706
2014
Q3 		$4K Buy
293
+4
+1% +$53 ﹤0.01% 1721
2014
Q2 		$4K Buy
289
+5
+2% +$67 ﹤0.01% 1706
2014
Q1 		$4K Buy
284
+4
+1% +$51 ﹤0.01% 1672
2013
Q4 		$3K Buy
+280
New +$3.34K ﹤0.01% 1880

Other funds holding KTF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
MIM
Macroview Investment Management Bethesda, Maryland $144M AUM 19.29% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WFG Advisors's KTF Position: Q1 2015 in Review

WFG Advisors sold out of DWS Municipal Income Trust (KTF) in Q1 2015, closing a stake of 298 shares — an estimated $4K sold.

WFG Advisors first reported a position in KTF in Q4 2013 and held it in 5 quarters. The position peaked at $4K in Q4 2014. 48 funds tracked by Wall St. Rank hold KTF as of Q1 2015.

  • WFG Advisors reported no remaining DWS Municipal Income Trust position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 298 DWS Municipal Income Trust shares in Q1 2015, an estimated $4K.
  • WFG Advisors first reported a position in DWS Municipal Income Trust in Q4 2013 and held it in 5 quarters.
  • WFG Advisors's DWS Municipal Income Trust position peaked at $4K in Q4 2014.
  • 48 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.