Ackerman Capital Advisors’s Invesco Trust for Investment Grade New York Municipals VTN Stock Holding History

Ackerman Capital Advisors’s Portfolio VTN Stock Details VTN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-17,841	Closed	-$241K	–	129
2021 Q3	$241K	Buy	+17,841	New	+$246K	0.06%	94
2021 Q1	–	Sell	-52,765	Closed	-$689K	–	142
2020 Q4	$689K	Sell	52,765 -26,278	-33%	-$327K	0.18%	55
2020 Q3	$979K	Buy	79,043 +1,294	+2%	+$16.2K	0.27%	37
2020 Q2	$947K	Buy	+77,749	New	+$925K	0.28%	37
2019 Q2	–	Sell	-18,003	Closed	-$235	–	188
2019 Q1	$235	Buy	+18,003	New	+$231K	﹤0.01%	146

Other funds holding VTN

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Ackerman Capital Advisors's VTN Position: Q4 2021 in Review

Ackerman Capital Advisors sold out of Invesco Trust for Investment Grade New York Municipals (VTN) in Q4 2021, closing a stake of 17,841 shares — an estimated $241K sold.

Ackerman Capital Advisors first reported a position in VTN in Q1 2019 and held it in 5 quarters. The position peaked at $979K in Q3 2020. 34 funds tracked by Wall St. Rank hold VTN as of Q4 2021.

Ackerman Capital Advisors reported no remaining Invesco Trust for Investment Grade New York Municipals position as of Q4 2021 after selling out during the quarter.
Ackerman Capital Advisors sold 17,841 Invesco Trust for Investment Grade New York Municipals shares in Q4 2021, an estimated $241K.
Ackerman Capital Advisors first reported a position in Invesco Trust for Investment Grade New York Municipals in Q1 2019 and held it in 5 quarters.
Ackerman Capital Advisors's Invesco Trust for Investment Grade New York Municipals position peaked at $979K in Q3 2020.
34 funds tracked by Wall St. Rank held Invesco Trust for Investment Grade New York Municipals as of Q4 2021.

Based on Ackerman Capital Advisors's 13F filing for Q4 2021, filed 16 Feb 2022.