Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
AGA
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
$1.16B AUM
0.86%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
PPA
Parametric Portfolio Associates
Seattle, Washington
$190B AUM
18.52%
1-Year Est. Return
SIA
Sit Investment Associates
Minneapolis, Minnesota
$4.93B AUM
12.22%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
GC
Guggenheim Capital
Chicago, Illinois
$12.6B AUM
27.3%
1-Year Est. Return
VanEck Associates
New York
$133B AUM
72.99%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
HighTower Advisors
Chicago, Illinois
$94.2B AUM
21.24%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close