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Chapwood Capital Investment Management’s Invesco California Value Municipal Income Trust VCV Stock Holding History

Chapwood Capital Investment Management’s Portfolio VCV Stock Details VCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$244K Buy
+19,047
New +$239K 0.25% 54

Other funds holding VCV

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
C
Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Chapwood Capital Investment Management's VCV Position: Q4 2019 in Review

Chapwood Capital Investment Management opened a new position in Invesco California Value Municipal Income Trust (VCV) in Q4 2019: 19,047 shares worth $244K. The stake represents 0.25% of the portfolio and ranks #54 among its holdings.

45 funds tracked by Wall St. Rank hold VCV as of Q4 2019.

  • Chapwood Capital Investment Management held 19,047 shares of Invesco California Value Municipal Income Trust worth $244K as of Q4 2019.
  • Invesco California Value Municipal Income Trust was a new Chapwood Capital Investment Management position in Q4 2019.
  • Invesco California Value Municipal Income Trust made up 0.25% of Chapwood Capital Investment Management's portfolio in Q4 2019, its #54 holding.
  • 45 funds tracked by Wall St. Rank held Invesco California Value Municipal Income Trust as of Q4 2019.

Based on Chapwood Capital Investment Management's 13F filing for Q4 2019, filed 21 Jan 2020.