AWM
VFL

Aevitas Wealth Management’s abrdn National Municipal Income Fund VFL Stock Holding History

Aevitas Wealth Management’s Portfolio VFL Stock Details VFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-562
Closed -$7K – 475
2018
Q1 		$7K Buy
562
+7
+1% +$90 0.01% 355
2017
Q4 		$7K Buy
+555
New +$7.42K 0.01% 353

Other funds holding VFL

MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $2.05B AUM 30.99% 1-Year Est. Return

Aevitas Wealth Management's VFL Position: Q2 2018 in Review

Aevitas Wealth Management sold out of abrdn National Municipal Income Fund (VFL) in Q2 2018, closing a stake of 562 shares — an estimated $7K sold.

Aevitas Wealth Management first reported a position in VFL in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q1 2018. 24 funds tracked by Wall St. Rank hold VFL as of Q2 2018.

  • Aevitas Wealth Management reported no remaining abrdn National Municipal Income Fund position as of Q2 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 562 abrdn National Municipal Income Fund shares in Q2 2018, an estimated $7K.
  • Aevitas Wealth Management first reported a position in abrdn National Municipal Income Fund in Q4 2017 and held it in 2 quarters.
  • Aevitas Wealth Management's abrdn National Municipal Income Fund position peaked at $7K in Q1 2018.
  • 24 funds tracked by Wall St. Rank held abrdn National Municipal Income Fund as of Q2 2018.

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