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Burt Wealth Advisors’s Invesco Bond Fund VBF Stock Holding History

Burt Wealth Advisors’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
Q4 		– Sell
-50
Closed -$1K – 396
2018
Q3 		$1K Buy
+50
New +$886 ﹤0.01% 374

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
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
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

Burt Wealth Advisors's VBF Position: Q4 2018 in Review

Burt Wealth Advisors sold out of Invesco Bond Fund (VBF) in Q4 2018, closing a stake of 50 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in VBF in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 36 funds tracked by Wall St. Rank hold VBF as of Q4 2018.

  • Burt Wealth Advisors reported no remaining Invesco Bond Fund position as of Q4 2018 after selling out during the quarter.
  • Burt Wealth Advisors sold 50 Invesco Bond Fund shares in Q4 2018, an estimated $1K.
  • Burt Wealth Advisors first reported a position in Invesco Bond Fund in Q3 2018 and held it in 1 quarter.
  • Burt Wealth Advisors's Invesco Bond Fund position peaked at $1K in Q3 2018.
  • 36 funds tracked by Wall St. Rank held Invesco Bond Fund as of Q4 2018.

Based on Burt Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.