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B. Riley Wealth Advisors’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-2,200
Closed -$29K – 1940
2014
Q4 		$29K Buy
+2,200
New +$29.1K ﹤0.01% 2381
2014
Q3 		– Sell
-2,200
Closed -$28.7K – 1844
2014
Q2 		$28.7K Buy
+2,200
New +$28.5K 0.01% 1286

Other funds holding VGM

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
NVIM
New Vernon Investment Management Highland Park, Illinois $81.7M AUM 8.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LSA
Liberty Street Advisors New York $507M AUM 59.45% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

B. Riley Wealth Advisors's VGM Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Invesco Trust Investment Grade Municipals (VGM) in Q1 2015, closing a stake of 2,200 shares — an estimated $29K sold.

B. Riley Wealth Advisors first reported a position in VGM in Q2 2014 and held it in 2 quarters. The position peaked at $29K in Q4 2014. 66 funds tracked by Wall St. Rank hold VGM as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Invesco Trust Investment Grade Municipals position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,200 Invesco Trust Investment Grade Municipals shares in Q1 2015, an estimated $29K.
  • B. Riley Wealth Advisors first reported a position in Invesco Trust Investment Grade Municipals in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Invesco Trust Investment Grade Municipals position peaked at $29K in Q4 2014.
  • 66 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.