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Avantax Planning Partners’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Avantax Planning 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
2018
Q4 		– Sell
-362
Closed -$4K – 1160
2018
Q3 		$4K Buy
+362
New +$4.4K ﹤0.01% 1201
2018
Q2 		– Sell
-362
Closed -$4K – 1438
2018
Q1 		$4K Buy
+362
New +$4.57K ﹤0.01% 1454

Other funds holding VGM

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Avantax Planning Partners's VGM Position: Q4 2018 in Review

Avantax Planning Partners sold out of Invesco Trust Investment Grade Municipals (VGM) in Q4 2018, closing a stake of 362 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in VGM in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 88 funds tracked by Wall St. Rank hold VGM as of Q4 2018.

  • Avantax Planning Partners reported no remaining Invesco Trust Investment Grade Municipals position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 362 Invesco Trust Investment Grade Municipals shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in Invesco Trust Investment Grade Municipals in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Invesco Trust Investment Grade Municipals position peaked at $4K in Q3 2018.
  • 88 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.