Anfield Capital Management’s Invesco California Value Municipal Income Trust VCV Stock Holding History

Anfield Capital Management’s Portfolio VCV Stock Details VCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,579	Closed	-$20K	–	372
2019 Q4	$20K	Buy	+1,579	New	+$19.8K	0.01%	274

Other funds holding VCV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

Anfield Capital Management's VCV Position: Q1 2020 in Review

Anfield Capital Management sold out of Invesco California Value Municipal Income Trust (VCV) in Q1 2020, closing a stake of 1,579 shares — an estimated $20K sold.

Anfield Capital Management first reported a position in VCV in Q4 2019 and held it in 1 quarter. The position peaked at $20K in Q4 2019. 61 funds tracked by Wall St. Rank hold VCV as of Q1 2020.

Anfield Capital Management reported no remaining Invesco California Value Municipal Income Trust position as of Q1 2020 after selling out during the quarter.
Anfield Capital Management sold 1,579 Invesco California Value Municipal Income Trust shares in Q1 2020, an estimated $20K.
Anfield Capital Management first reported a position in Invesco California Value Municipal Income Trust in Q4 2019 and held it in 1 quarter.
Anfield Capital Management's Invesco California Value Municipal Income Trust position peaked at $20K in Q4 2019.
61 funds tracked by Wall St. Rank held Invesco California Value Municipal Income Trust as of Q1 2020.

Based on Anfield Capital Management's 13F filing for Q1 2020, filed 7 May 2020.