B
VCF

Brightworth’s Delaware Investments Colorado Municipal Income Fund VCF Stock Holding History

Brightworth’s Portfolio VCF Stock Details VCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-18,094
Closed -$275K – 131
2017
Q3 		$275K Buy
+18,094
New +$276K 0.07% 101

Other funds holding VCF

WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Brightworth's VCF Position: Q4 2017 in Review

Brightworth sold out of Delaware Investments Colorado Municipal Income Fund (VCF) in Q4 2017, closing a stake of 18,094 shares — an estimated $275K sold.

Brightworth first reported a position in VCF in Q3 2017 and held it in 1 quarter. The position peaked at $275K in Q3 2017. 15 funds tracked by Wall St. Rank hold VCF as of Q4 2017.

  • Brightworth reported no remaining Delaware Investments Colorado Municipal Income Fund position as of Q4 2017 after selling out during the quarter.
  • Brightworth sold 18,094 Delaware Investments Colorado Municipal Income Fund shares in Q4 2017, an estimated $275K.
  • Brightworth first reported a position in Delaware Investments Colorado Municipal Income Fund in Q3 2017 and held it in 1 quarter.
  • Brightworth's Delaware Investments Colorado Municipal Income Fund position peaked at $275K in Q3 2017.
  • 15 funds tracked by Wall St. Rank held Delaware Investments Colorado Municipal Income Fund as of Q4 2017.

Based on Brightworth's 13F filing for Q4 2017, filed 24 Jan 2018.