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Clough Capital Partners’s Invesco Value Municipal Income Trust IIM Stock Holding History

Clough Capital Partners’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
2024
Q1 		– Sell
-16,800
Closed -$197K – 152
2023
Q4 		$197K Hold
16,800
– – 0.02% 180
2023
Q3 		$175K Buy
+16,800
New +$193K 0.02% 191

Other funds holding IIM

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GC
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HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clough Capital Partners's IIM Position: Q1 2024 in Review

Clough Capital Partners sold out of Invesco Value Municipal Income Trust (IIM) in Q1 2024, closing a stake of 16,800 shares — an estimated $197K sold.

Clough Capital Partners first reported a position in IIM in Q3 2023 and held it in 2 quarters. The position peaked at $197K in Q4 2023. 97 funds tracked by Wall St. Rank hold IIM as of Q1 2024.

  • Clough Capital Partners reported no remaining Invesco Value Municipal Income Trust position as of Q1 2024 after selling out during the quarter.
  • Clough Capital Partners sold 16,800 Invesco Value Municipal Income Trust shares in Q1 2024, an estimated $197K.
  • Clough Capital Partners first reported a position in Invesco Value Municipal Income Trust in Q3 2023 and held it in 2 quarters.
  • Clough Capital Partners's Invesco Value Municipal Income Trust position peaked at $197K in Q4 2023.
  • 97 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q1 2024.

Based on Clough Capital Partners's 13F filing for Q1 2024, filed 15 May 2024.