Aurora Private Wealth’s Invesco Value Municipal Income Trust IIM Stock Holding History

Aurora Private Wealth’s Portfolio IIM Stock Details IIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-14,160	Closed	-$200K	–	202
2020 Q1	$200K	Buy	+14,160	New	+$214K	0.07%	214

Other funds holding IIM

KIM

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

PPA

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 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

VCM

Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Aurora Private Wealth's IIM Position: Q2 2020 in Review

Aurora Private Wealth sold out of Invesco Value Municipal Income Trust (IIM) in Q2 2020, closing a stake of 14,160 shares — an estimated $200K sold.

Aurora Private Wealth first reported a position in IIM in Q1 2020 and held it in 1 quarter. The position peaked at $200K in Q1 2020. 98 funds tracked by Wall St. Rank hold IIM as of Q2 2020.

Aurora Private Wealth reported no remaining Invesco Value Municipal Income Trust position as of Q2 2020 after selling out during the quarter.
Aurora Private Wealth sold 14,160 Invesco Value Municipal Income Trust shares in Q2 2020, an estimated $200K.
Aurora Private Wealth first reported a position in Invesco Value Municipal Income Trust in Q1 2020 and held it in 1 quarter.
Aurora Private Wealth's Invesco Value Municipal Income Trust position peaked at $200K in Q1 2020.
98 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q2 2020.

Based on Aurora Private Wealth's 13F filing for Q2 2020, filed 27 Jul 2020.