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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 6.86 M +USD 596 k +52,755 +10%
Bank of America
2
Bank of America
North Carolina
USD 5.92 M -USD 4.06 M -359,467 -41%
Guggenheim Capital
3
Guggenheim Capital
Illinois
USD 5.74 M -USD 416 k -36,771 -7%
Wells Fargo
4
Wells Fargo
California
USD 3.05 M +USD 1.77 M +156,614 +139%
UBS Group
5
UBS Group
Switzerland
USD 2.66 M -USD 82.8 k -7,331 -3%
Invesco
6
Invesco
Georgia
USD 2.39 M -USD 242 k -21,374 -9%
Robinson Capital Management
7
Robinson Capital Management
Michigan
USD 1.87 M +USD 1.87 M +165,729 Nuevas
Landscape Capital Management
8
Landscape Capital Management
New Jersey
USD 1.87 M +USD 1.09 M +96,387 +139%
JFS Wealth Advisors
9
JFS Wealth Advisors
Pennsylvania
USD 1.7 M -USD 242 k -21,400 -12%
Advisors Asset Management
10
Advisors Asset Management
Colorado
USD 1.36 M -USD 360 k -31,886 -21%
Wedbush Securities
11
Wedbush Securities
California
USD 1.17 M +USD 406 k +35,939 +53%
Advisor Group
12
Advisor Group
Arizona
USD 748 k – – –
First Foundation Advisors
13
First Foundation Advisors
California
USD 747 k -USD 301 k -26,597 -29%
D.A. Davidson & Co
14
D.A. Davidson & Co
Montana
USD 659 k +USD 253 k +22,352 +62%
City of London Investment Management
15
City of London Investment Management
United Kingdom
USD 631 k – – –
Pacific Wealth Strategies Group
16
Pacific Wealth Strategies Group
California
USD 630 k +USD 378 k +33,451 +150%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
USD 555 k +USD 129 k +11,441 +30%
RB Capital Management
18
RB Capital Management
Nevada
USD 417 k -USD 18 k -1,597 -4%
Raymond James Financial Services Advisors
19
Raymond James Financial Services Advisors
Florida
USD 376 k +USD 143 k +12,694 +62%
AQR Arbitrage
20
AQR Arbitrage
Connecticut
USD 370 k +USD 234 k +20,714 +172%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
USD 312 k -USD 248 k -21,990 -44%
VCM
22
Vivaldi Capital Management
Illinois
USD 303 k -USD 43.3 k -3,832 -13%
SAM
23
Shamrock Asset Management
Texas
USD 302 k – – –
SCP
24
Syntal Capital Partners
Texas
USD 261 k – – –
Edge Wealth Management
25
Edge Wealth Management
New York
USD 239 k -USD 541 k -47,900 -69%
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