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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
Bank of America
1
Bank of America
North Carolina
USD 7.51 M +USD 1.55 M +120,169 +25%
Advisors Asset Management
2
Advisors Asset Management
Colorado
USD 4.6 M +USD 159 k +12,335 +3%
Guggenheim Capital
3
Guggenheim Capital
Illinois
USD 4.13 M -USD 375 k -29,036 -8%
Invesco
4
Invesco
Georgia
USD 3.73 M – – –
JFS Wealth Advisors
5
JFS Wealth Advisors
Pennsylvania
USD 3.71 M -USD 129 k -9,973 -3%
UBS Group
6
UBS Group
Switzerland
USD 3.18 M +USD 86.8 k +6,718 +3%
L & S Advisors
7
L & S Advisors
California
USD 2.71 M +USD 301 k +23,270 +12%
Morgan Stanley
8
Morgan Stanley
New York
USD 2.27 M +USD 158 k +12,232 +7%
LPL Financial
9
LPL Financial
California
USD 2.12 M -USD 11.4 k -881 -0.5%
Wells Fargo
10
Wells Fargo
California
USD 1.14 M +USD 118 k +9,099 +11%
Global Endowment Management
11
Global Endowment Management
North Carolina
USD 913 k -USD 406 k -31,419 -30%
National Planning Corporation
12
National Planning Corporation
California
USD 704 k +USD 77.1 k +5,967 +12%
Hollencrest Capital Management
13
Hollencrest Capital Management
California
USD 668 k +USD 375 +29 +0.1%
Doliver Advisors
14
Doliver Advisors
Texas
USD 606 k +USD 633 k +49,003 Nuevas
Landscape Capital Management
15
Landscape Capital Management
New Jersey
USD 490 k +USD 511 k +39,591 Nuevas
Tradewinds Capital Management
16
Tradewinds Capital Management
Washington
USD 349 k – – –
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
USD 298 k +USD 9.08 k +703 +3%
SAM
18
Shamrock Asset Management
Texas
USD 297 k – – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
USD 293 k +USD 286 k +22,130 +1,439%
Regions Financial Corp
20
Regions Financial Corp
Alabama
USD 269 k -USD 48.4 k -3,750 -15%
Ladenburg Thalmann Financial Services
21
Ladenburg Thalmann Financial Services
Florida
USD 251 k +USD 78.7 k +6,091 +43%
Virtu KCG Holdings
22
Virtu KCG Holdings
New York
USD 247 k +USD 258 k +19,946 Nuevas
DI
23
Diligent Investors
California
USD 177 k – – –
Wedbush Securities
24
Wedbush Securities
California
USD 155 k +USD 3.87 k +300 +2%
Destination Wealth Management
25
Destination Wealth Management
California
USD 133 k +USD 139 k +10,732 Nuevas
1
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