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Brandywine Oak Private Wealth’s Invesco Bond Fund VBF Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-1,400
Closed -$23K – 599
2018
Q4 		$23K Buy
+1,400
New +$24.1K 0.01% 440

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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Brandywine Oak Private Wealth's VBF Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Invesco Bond Fund (VBF) in Q1 2019, closing a stake of 1,400 shares — an estimated $23K sold.

Brandywine Oak Private Wealth first reported a position in VBF in Q4 2018 and held it in 1 quarter. The position peaked at $23K in Q4 2018. 33 funds tracked by Wall St. Rank hold VBF as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Invesco Bond Fund position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 1,400 Invesco Bond Fund shares in Q1 2019, an estimated $23K.
  • Brandywine Oak Private Wealth first reported a position in Invesco Bond Fund in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Invesco Bond Fund position peaked at $23K in Q4 2018.
  • 33 funds tracked by Wall St. Rank held Invesco Bond Fund as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.