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Cranbrook Wealth Management’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Cranbrook Wealth Management’s Portfolio VGM Stock Details VGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-586
Closed -$8K – 285
2019
Q3 		$8K Buy
+586
New +$7.58K ﹤0.01% 206

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GC
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SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Cranbrook Wealth Management's VGM Position: Q4 2019 in Review

Cranbrook Wealth Management sold out of Invesco Trust Investment Grade Municipals (VGM) in Q4 2019, closing a stake of 586 shares — an estimated $8K sold.

Cranbrook Wealth Management first reported a position in VGM in Q3 2019 and held it in 1 quarter. The position peaked at $8K in Q3 2019. 79 funds tracked by Wall St. Rank hold VGM as of Q4 2019.

  • Cranbrook Wealth Management reported no remaining Invesco Trust Investment Grade Municipals position as of Q4 2019 after selling out during the quarter.
  • Cranbrook Wealth Management sold 586 Invesco Trust Investment Grade Municipals shares in Q4 2019, an estimated $8K.
  • Cranbrook Wealth Management first reported a position in Invesco Trust Investment Grade Municipals in Q3 2019 and held it in 1 quarter.
  • Cranbrook Wealth Management's Invesco Trust Investment Grade Municipals position peaked at $8K in Q3 2019.
  • 79 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q4 2019.

Based on Cranbrook Wealth Management's 13F filing for Q4 2019, filed 11 Feb 2020.