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Atwood & Palmer’s Invesco Advantage Municipal Income Trust II VKI Stock Holding History

Atwood & Palmer’s Portfolio VKI Stock Details VKI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-872
Closed -$10K – 458
2015
Q2 		$10K Buy
+872
New +$9.91K ﹤0.01% 297
2015
Q1 		– Sell
-872
Closed -$11K – 346
2014
Q4 		$11K Hold
872
– – ﹤0.01% 291
2014
Q3 		$10K Buy
+872
New +$9.8K ﹤0.01% 307

Other funds holding VKI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SCA
Samson Capital Advisors New York $228M AUM 0.84% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LSA
Liberty Street Advisors New York $41.4M AUM 34.47% 1-Year Est. Return

Atwood & Palmer's VKI Position: Q3 2015 in Review

Atwood & Palmer sold out of Invesco Advantage Municipal Income Trust II (VKI) in Q3 2015, closing a stake of 872 shares — an estimated $10K sold.

Atwood & Palmer first reported a position in VKI in Q3 2014 and held it in 3 quarters. The position peaked at $11K in Q4 2014. 50 funds tracked by Wall St. Rank hold VKI as of Q3 2015.

  • Atwood & Palmer reported no remaining Invesco Advantage Municipal Income Trust II position as of Q3 2015 after selling out during the quarter.
  • Atwood & Palmer sold 872 Invesco Advantage Municipal Income Trust II shares in Q3 2015, an estimated $10K.
  • Atwood & Palmer first reported a position in Invesco Advantage Municipal Income Trust II in Q3 2014 and held it in 3 quarters.
  • Atwood & Palmer's Invesco Advantage Municipal Income Trust II position peaked at $11K in Q4 2014.
  • 50 funds tracked by Wall St. Rank held Invesco Advantage Municipal Income Trust II as of Q3 2015.

Based on Atwood & Palmer's 13F filing for Q3 2015, filed 12 Nov 2015.