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Calton & Associates’s Invesco Municipal Trust VKQ Stock Holding History

Calton & Associates’s Portfolio VKQ Stock Details VKQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,500
Closed -$18K – 1237
2017
Q4 		$18K Buy
+1,500
New +$18.7K ﹤0.01% 916

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RCM
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Morgan Stanley
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AAM
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GC
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Calton & Associates's VKQ Position: Q1 2018 in Review

Calton & Associates sold out of Invesco Municipal Trust (VKQ) in Q1 2018, closing a stake of 1,500 shares — an estimated $18K sold.

Calton & Associates first reported a position in VKQ in Q4 2017 and held it in 1 quarter. The position peaked at $18K in Q4 2017. 85 funds tracked by Wall St. Rank hold VKQ as of Q1 2018.

  • Calton & Associates reported no remaining Invesco Municipal Trust position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 1,500 Invesco Municipal Trust shares in Q1 2018, an estimated $18K.
  • Calton & Associates first reported a position in Invesco Municipal Trust in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Invesco Municipal Trust position peaked at $18K in Q4 2017.
  • 85 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.