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Arax Advisory Partners’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Arax Advisory Partners’s Portfolio VGM Stock Details VGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-225
Closed -$2K – 534
2017
Q1 		$2K Buy
225
+2
+0.9% +$26 ﹤0.01% 462
2016
Q4 		$3K Buy
+223
New +$2.91K ﹤0.01% 441

Other funds holding VGM

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Arax Advisory Partners's VGM Position: Q2 2017 in Review

Arax Advisory Partners sold out of Invesco Trust Investment Grade Municipals (VGM) in Q2 2017, closing a stake of 225 shares — an estimated $2K sold.

Arax Advisory Partners first reported a position in VGM in Q4 2016 and held it in 2 quarters. The position peaked at $3K in Q4 2016. 72 funds tracked by Wall St. Rank hold VGM as of Q2 2017.

  • Arax Advisory Partners reported no remaining Invesco Trust Investment Grade Municipals position as of Q2 2017 after selling out during the quarter.
  • Arax Advisory Partners sold 225 Invesco Trust Investment Grade Municipals shares in Q2 2017, an estimated $2K.
  • Arax Advisory Partners first reported a position in Invesco Trust Investment Grade Municipals in Q4 2016 and held it in 2 quarters.
  • Arax Advisory Partners's Invesco Trust Investment Grade Municipals position peaked at $3K in Q4 2016.
  • 72 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q2 2017.

Based on Arax Advisory Partners's 13F filing for Q2 2017, filed 14 Aug 2017.