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Bruderman Asset Management’s Invesco Trust for Investment Grade New York Municipals VTN Stock Holding History

Bruderman Asset Management’s Portfolio VTN Stock Details VTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,920
Closed -$23K – 700
2018
Q4 		$23K Buy
+1,920
New +$23.2K 0.01% 334

Other funds holding VTN

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bruderman Asset Management's VTN Position: Q1 2019 in Review

Bruderman Asset Management sold out of Invesco Trust for Investment Grade New York Municipals (VTN) in Q1 2019, closing a stake of 1,920 shares — an estimated $23K sold.

Bruderman Asset Management first reported a position in VTN in Q4 2018 and held it in 1 quarter. The position peaked at $23K in Q4 2018. 28 funds tracked by Wall St. Rank hold VTN as of Q1 2019.

  • Bruderman Asset Management reported no remaining Invesco Trust for Investment Grade New York Municipals position as of Q1 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 1,920 Invesco Trust for Investment Grade New York Municipals shares in Q1 2019, an estimated $23K.
  • Bruderman Asset Management first reported a position in Invesco Trust for Investment Grade New York Municipals in Q4 2018 and held it in 1 quarter.
  • Bruderman Asset Management's Invesco Trust for Investment Grade New York Municipals position peaked at $23K in Q4 2018.
  • 28 funds tracked by Wall St. Rank held Invesco Trust for Investment Grade New York Municipals as of Q1 2019.

Based on Bruderman Asset Management's 13F filing for Q1 2019, filed 14 May 2019.