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Anchor Capital Advisors’s Invesco Municipal Trust VKQ Stock Holding History

Anchor Capital Advisors’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
2018
Q4 		– Sell
-13,760
Closed -$159K – 281
2018
Q3 		$159K Hold
13,760
– – 0.01% 269
2018
Q2 		$163K Hold
13,760
– – 0.01% 273
2018
Q1 		$161K Sell
13,760
-3,650
-21% -$43.8K 0.01% 299
2017
Q4 		$218K Hold
17,410
– – 0.01% 264
2017
Q3 		$222K Hold
17,410
– – 0.01% 253
2017
Q2 		$223K Hold
17,410
– – 0.01% 257
2017
Q1 		$218K Buy
+17,410
New +$217K 0.01% 266

Other funds holding VKQ

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Anchor Capital Advisors's VKQ Position: Q4 2018 in Review

Anchor Capital Advisors sold out of Invesco Municipal Trust (VKQ) in Q4 2018, closing a stake of 13,760 shares — an estimated $159K sold.

Anchor Capital Advisors first reported a position in VKQ in Q1 2017 and held it in 7 quarters. The position peaked at $223K in Q2 2017. 89 funds tracked by Wall St. Rank hold VKQ as of Q4 2018.

  • Anchor Capital Advisors reported no remaining Invesco Municipal Trust position as of Q4 2018 after selling out during the quarter.
  • Anchor Capital Advisors sold 13,760 Invesco Municipal Trust shares in Q4 2018, an estimated $159K.
  • Anchor Capital Advisors first reported a position in Invesco Municipal Trust in Q1 2017 and held it in 7 quarters.
  • Anchor Capital Advisors's Invesco Municipal Trust position peaked at $223K in Q2 2017.
  • 89 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q4 2018.

Based on Anchor Capital Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.