Archford Capital Strategies’s Invesco Municipal Trust VKQ Stock Holding History

Archford Capital Strategies’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 Q2	–	Sell	-1,478	Closed	-$18K	–	743
2018 Q1	$18K	Buy	+1,478	New	+$17.7K	0.01%	293
2017 Q2	–	Sell	-33,966	Closed	-$1.12M	–	613
2017 Q1	$1.12M	Buy	33,966 +31,708	+1,404%	+$396K	0.42%	79
2016 Q4	$27K	Buy	+2,258	New	+$28.4K	0.01%	301
2016 Q1	–	Sell	-2,258	Closed	-$29K	–	595
2015 Q4	$29K	Buy	+2,258	New	+$28.3K	0.01%	330

Other funds holding VKQ

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

JWA

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

Archford Capital Strategies's VKQ Position: Q2 2018 in Review

Archford Capital Strategies sold out of Invesco Municipal Trust (VKQ) in Q2 2018, closing a stake of 1,478 shares — an estimated $18K sold.

Archford Capital Strategies first reported a position in VKQ in Q4 2015 and held it in 4 quarters. The position peaked at $1.12M in Q1 2017. 87 funds tracked by Wall St. Rank hold VKQ as of Q2 2018.

Archford Capital Strategies reported no remaining Invesco Municipal Trust position as of Q2 2018 after selling out during the quarter.
Archford Capital Strategies sold 1,478 Invesco Municipal Trust shares in Q2 2018, an estimated $18K.
Archford Capital Strategies first reported a position in Invesco Municipal Trust in Q4 2015 and held it in 4 quarters.
Archford Capital Strategies's Invesco Municipal Trust position peaked at $1.12M in Q1 2017.
87 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2018.

Based on Archford Capital Strategies's 13F filing for Q2 2018, filed 14 Aug 2018.