WSFS
KTF

Wilmington Savings Fund Society’s DWS Municipal Income Trust KTF Stock Holding History

Wilmington Savings Fund Society’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
2013
Q3 		– Sell
-21,655
Closed -$279K – 405
2013
Q2 		$279K Buy
+21,655
New +$305K 0.02% 329

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

Wilmington Savings Fund Society's KTF Position: Q3 2013 in Review

Wilmington Savings Fund Society sold out of DWS Municipal Income Trust (KTF) in Q3 2013, closing a stake of 21,655 shares — an estimated $279K sold.

Wilmington Savings Fund Society first reported a position in KTF in Q2 2013 and held it in 1 quarter. The position peaked at $279K in Q2 2013. 48 funds tracked by Wall St. Rank hold KTF as of Q3 2013.

  • Wilmington Savings Fund Society reported no remaining DWS Municipal Income Trust position as of Q3 2013 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 21,655 DWS Municipal Income Trust shares in Q3 2013, an estimated $279K.
  • Wilmington Savings Fund Society first reported a position in DWS Municipal Income Trust in Q2 2013 and held it in 1 quarter.
  • Wilmington Savings Fund Society's DWS Municipal Income Trust position peaked at $279K in Q2 2013.
  • 48 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q3 2013.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2013, filed 6 Nov 2013.