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Bedel Financial Consulting’s Invesco Bond Fund VBF Stock Holding History

Bedel Financial Consulting’s Portfolio VBF Stock Details VBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-270
Closed -$5K – 722
2018
Q1 		$5K Buy
+270
New +$5.06K ﹤0.01% 550

Other funds holding VBF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

Bedel Financial Consulting's VBF Position: Q2 2018 in Review

Bedel Financial Consulting sold out of Invesco Bond Fund (VBF) in Q2 2018, closing a stake of 270 shares — an estimated $5K sold.

Bedel Financial Consulting first reported a position in VBF in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 34 funds tracked by Wall St. Rank hold VBF as of Q2 2018.

  • Bedel Financial Consulting reported no remaining Invesco Bond Fund position as of Q2 2018 after selling out during the quarter.
  • Bedel Financial Consulting sold 270 Invesco Bond Fund shares in Q2 2018, an estimated $5K.
  • Bedel Financial Consulting first reported a position in Invesco Bond Fund in Q1 2018 and held it in 1 quarter.
  • Bedel Financial Consulting's Invesco Bond Fund position peaked at $5K in Q1 2018.
  • 34 funds tracked by Wall St. Rank held Invesco Bond Fund as of Q2 2018.

Based on Bedel Financial Consulting's 13F filing for Q2 2018, filed 18 Jul 2018.