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Claro Advisors’s Invesco Value Municipal Income Trust IIM Stock Holding History

Claro Advisors’s Portfolio IIM Stock Details IIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-3,000
Closed -$42K – 528
2018
Q4 		$42K Buy
+3,000
New +$40.2K 0.03% 367

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VCM
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LCM
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SIA
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DLG
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RJFSA
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Claro Advisors's IIM Position: Q1 2019 in Review

Claro Advisors sold out of Invesco Value Municipal Income Trust (IIM) in Q1 2019, closing a stake of 3,000 shares — an estimated $42K sold.

Claro Advisors first reported a position in IIM in Q4 2018 and held it in 1 quarter. The position peaked at $42K in Q4 2018. 86 funds tracked by Wall St. Rank hold IIM as of Q1 2019.

  • Claro Advisors reported no remaining Invesco Value Municipal Income Trust position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 3,000 Invesco Value Municipal Income Trust shares in Q1 2019, an estimated $42K.
  • Claro Advisors first reported a position in Invesco Value Municipal Income Trust in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's Invesco Value Municipal Income Trust position peaked at $42K in Q4 2018.
  • 86 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.