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Advantage Investment Management’s Invesco Municipal Trust VKQ Stock Holding History

Advantage Investment Management’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
2017
Q4 		– Sell
-1,137
Closed -$15K – 1082
2017
Q3 		$15K Hold
1,137
– – ﹤0.01% 607
2017
Q2 		$15K Buy
1,137
+379
+50% +$4.81K 0.01% 621
2017
Q1 		$10K Hold
758
– – ﹤0.01% 689
2016
Q4 		$9K Buy
+758
New +$9.55K ﹤0.01% 653
2016
Q1 		– Sell
-950
Closed -$12K – 929
2015
Q4 		$12K Hold
950
– – 0.01% 540
2015
Q3 		$12K Hold
950
– – 0.01% 519
2015
Q2 		$11K Hold
950
– – 0.01% 581
2015
Q1 		$12K Hold
950
– – 0.01% 554
2014
Q4 		$12K Buy
+950
New +$12K 0.01% 502

Other funds holding VKQ

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Advantage Investment Management's VKQ Position: Q4 2017 in Review

Advantage Investment Management sold out of Invesco Municipal Trust (VKQ) in Q4 2017, closing a stake of 1,137 shares — an estimated $15K sold.

Advantage Investment Management first reported a position in VKQ in Q4 2014 and held it in 9 quarters. The position peaked at $15K in Q3 2017. 86 funds tracked by Wall St. Rank hold VKQ as of Q4 2017.

  • Advantage Investment Management reported no remaining Invesco Municipal Trust position as of Q4 2017 after selling out during the quarter.
  • Advantage Investment Management sold 1,137 Invesco Municipal Trust shares in Q4 2017, an estimated $15K.
  • Advantage Investment Management first reported a position in Invesco Municipal Trust in Q4 2014 and held it in 9 quarters.
  • Advantage Investment Management's Invesco Municipal Trust position peaked at $15K in Q3 2017.
  • 86 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q4 2017.

Based on Advantage Investment Management's 13F filing for Q4 2017, filed 12 Feb 2018.