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Accuvest Global Advisors’s Invesco Municipal Trust VKQ Stock Holding History

Accuvest Global Advisors’s Portfolio VKQ Stock Details VKQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-22,340
Closed -$269K – 122
2019
Q1 		$269K Sell
22,340
-17,905
-44% -$211K 0.15% 104
2018
Q4 		$448K Hold
40,245
– – 0.23% 69
2018
Q3 		$464K Hold
40,245
– – 0.17% 105
2018
Q2 		$476K Buy
40,245
+11,315
+39% +$133K 0.18% 76
2018
Q1 		$338K Sell
28,930
-1,970
-6% -$23.6K 0.25% 45
2017
Q4 		$386K Sell
30,900
-12,610
-29% -$158K 0.28% 40
2017
Q3 		$556K Sell
43,510
-78,900
-64% -$1.02M 0.47% 36
2017
Q2 		$1.57M Buy
122,410
+15,920
+15% +$202K 0.52% 31
2017
Q1 		$1.33M Buy
106,490
+20,585
+24% +$257K 0.43% 31
2016
Q4 		$1.05M Sell
85,905
-113,115
-57% -$1.42M 0.95% 20
2016
Q3 		$2.74M Buy
199,020
+104,525
+111% +$1.46M 0.77% 23
2016
Q2 		$1.34M Buy
+94,495
New +$1.28M 0.82% 24

Other funds holding VKQ

BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Accuvest Global Advisors's VKQ Position: Q2 2019 in Review

Accuvest Global Advisors sold out of Invesco Municipal Trust (VKQ) in Q2 2019, closing a stake of 22,340 shares — an estimated $269K sold.

Accuvest Global Advisors first reported a position in VKQ in Q2 2016 and held it in 12 quarters. The position peaked at $2.74M in Q3 2016. 78 funds tracked by Wall St. Rank hold VKQ as of Q2 2019.

  • Accuvest Global Advisors reported no remaining Invesco Municipal Trust position as of Q2 2019 after selling out during the quarter.
  • Accuvest Global Advisors sold 22,340 Invesco Municipal Trust shares in Q2 2019, an estimated $269K.
  • Accuvest Global Advisors first reported a position in Invesco Municipal Trust in Q2 2016 and held it in 12 quarters.
  • Accuvest Global Advisors's Invesco Municipal Trust position peaked at $2.74M in Q3 2016.
  • 78 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2019.

Based on Accuvest Global Advisors's 13F filing for Q2 2019, filed 17 Jul 2019.