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Cornerstone Wealth Management’s Invesco Municipal Trust VKQ Stock Holding History

Cornerstone Wealth Management’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
Q4 		– Sell
-21,158
Closed -$1.67M – 1126
2018
Q3 		$1.67M Buy
21,158
+1,466
+7% +$17.3K 0.02% 560
2018
Q2 		$1.67M Buy
+19,692
New +$231K 0.02% 595

Other funds holding VKQ

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cornerstone Wealth Management's VKQ Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Invesco Municipal Trust (VKQ) in Q4 2018, closing a stake of 21,158 shares — an estimated $1.67M sold.

Cornerstone Wealth Management first reported a position in VKQ in Q2 2018 and held it in 2 quarters. The position peaked at $1.67M in Q3 2018. 89 funds tracked by Wall St. Rank hold VKQ as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Invesco Municipal Trust position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 21,158 Invesco Municipal Trust shares in Q4 2018, an estimated $1.67M.
  • Cornerstone Wealth Management first reported a position in Invesco Municipal Trust in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Invesco Municipal Trust position peaked at $1.67M in Q3 2018.
  • 89 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.