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Acorn Wealth Advisors’s Invesco Value Municipal Income Trust IIM Stock Holding History

Acorn Wealth Advisors’s Portfolio IIM Stock Details IIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-400
Closed -$6K – 653
2018
Q1 		$6K Buy
+400
New +$5.79K 0.01% 598

Other funds holding IIM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Acorn Wealth Advisors's IIM Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Invesco Value Municipal Income Trust (IIM) in Q2 2018, closing a stake of 400 shares — an estimated $6K sold.

Acorn Wealth Advisors first reported a position in IIM in Q1 2018 and held it in 1 quarter. The position peaked at $6K in Q1 2018. 92 funds tracked by Wall St. Rank hold IIM as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Invesco Value Municipal Income Trust position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 400 Invesco Value Municipal Income Trust shares in Q2 2018, an estimated $6K.
  • Acorn Wealth Advisors first reported a position in Invesco Value Municipal Income Trust in Q1 2018 and held it in 1 quarter.
  • Acorn Wealth Advisors's Invesco Value Municipal Income Trust position peaked at $6K in Q1 2018.
  • 92 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.