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icono de VCV

Invesco California Value Municipal Income Trust
VCV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 5.19 M +USD 1.87 M +149,440 +59%
Guggenheim Capital
2
Guggenheim Capital
Illinois
USD 4.71 M -USD 431 k -34,479 -9%
Bank of America
3
Bank of America
North Carolina
USD 4.11 M -USD 582 k -46,538 -13%
Advisors Asset Management
4
Advisors Asset Management
Colorado
USD 4.03 M +USD 547 k +43,729 +16%
JFS Wealth Advisors
5
JFS Wealth Advisors
Pennsylvania
USD 3.78 M +USD 336 k +26,877 +10%
UBS Group
6
UBS Group
Switzerland
USD 3.18 M +USD 3.09 M +247,482 Nuevas
Invesco
7
Invesco
Georgia
USD 2.5 M – – –
LPL Financial
8
LPL Financial
California
USD 2.16 M +USD 78.5 k +6,281 +4%
Sit Investment Associates
9
Sit Investment Associates
Minnesota
USD 1.7 M +USD 636 k +50,900 +62%
L & S Advisors
10
L & S Advisors
California
USD 1.68 M +USD 829 k +66,277 +103%
Global Endowment Management
11
Global Endowment Management
North Carolina
USD 1.36 M – – –
Wells Fargo
12
Wells Fargo
California
USD 1.06 M +USD 46.3 k +3,703 +5%
Hollencrest Capital Management
13
Hollencrest Capital Management
California
USD 694 k +USD 375 +30 +0.1%
Rivernorth Capital Management
14
Rivernorth Capital Management
Florida
USD 425 k – – –
SG Americas Securities
15
SG Americas Securities
New York
USD 412 k +USD 400 k +32,003 Nuevas
Tradewinds Capital Management
16
Tradewinds Capital Management
Washington
USD 373 k – – –
AQR Capital Management
17
AQR Capital Management
Connecticut
USD 357 k -USD 313 k -25,037 -47%
SAM
18
Shamrock Asset Management
Texas
USD 308 k +USD 266 k +21,270 +788%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
USD 300 k +USD 13.7 k +1,096 +5%
Regions Financial Corp
20
Regions Financial Corp
Alabama
USD 289 k – – –
Landscape Capital Management
21
Landscape Capital Management
New Jersey
USD 273 k -USD 252 k -20,187 -49%
Stifel Financial
22
Stifel Financial
Missouri
USD 263 k +USD 813 +65 +0.3%
Aviance Capital Management
23
Aviance Capital Management
Florida
USD 230 k +USD 224 k +17,907 Nuevas
DI
24
Diligent Investors
California
USD 191 k +USD 179 k +14,327 Nuevas
Apriem Advisors
25
Apriem Advisors
California
USD 137 k – – –
1
2