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Altium Wealth Management’s Invesco Senior Income Trust VVR Stock Holding History

Altium Wealth Management’s Portfolio VVR Stock Details VVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-10,000
Closed -$43K – 305
2018
Q3 		$43K Buy
+10,000
New +$43.1K 0.01% 295

Other funds holding VVR

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Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RCA
Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Altium Wealth Management's VVR Position: Q4 2018 in Review

Altium Wealth Management sold out of Invesco Senior Income Trust (VVR) in Q4 2018, closing a stake of 10,000 shares — an estimated $43K sold.

Altium Wealth Management first reported a position in VVR in Q3 2018 and held it in 1 quarter. The position peaked at $43K in Q3 2018. 116 funds tracked by Wall St. Rank hold VVR as of Q4 2018.

  • Altium Wealth Management reported no remaining Invesco Senior Income Trust position as of Q4 2018 after selling out during the quarter.
  • Altium Wealth Management sold 10,000 Invesco Senior Income Trust shares in Q4 2018, an estimated $43K.
  • Altium Wealth Management first reported a position in Invesco Senior Income Trust in Q3 2018 and held it in 1 quarter.
  • Altium Wealth Management's Invesco Senior Income Trust position peaked at $43K in Q3 2018.
  • 116 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q4 2018.

Based on Altium Wealth Management's 13F filing for Q4 2018, filed 18 Jan 2019.