CCB
IHTA

Cutter & Co Brokerage’s Invesco High Income 2024 Target Term Fund IHTA Stock Holding History

Cutter & Co Brokerage’s Portfolio IHTA Stock Details IHTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-15,000
Closed -$139K – 308
2018
Q3 		$139K Buy
+15,000
New +$140K 0.05% 262

Other funds holding IHTA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cutter & Co Brokerage's IHTA Position: Q4 2018 in Review

Cutter & Co Brokerage sold out of Invesco High Income 2024 Target Term Fund (IHTA) in Q4 2018, closing a stake of 15,000 shares — an estimated $139K sold.

Cutter & Co Brokerage first reported a position in IHTA in Q3 2018 and held it in 1 quarter. The position peaked at $139K in Q3 2018. 11 funds tracked by Wall St. Rank hold IHTA as of Q4 2018.

  • Cutter & Co Brokerage reported no remaining Invesco High Income 2024 Target Term Fund position as of Q4 2018 after selling out during the quarter.
  • Cutter & Co Brokerage sold 15,000 Invesco High Income 2024 Target Term Fund shares in Q4 2018, an estimated $139K.
  • Cutter & Co Brokerage first reported a position in Invesco High Income 2024 Target Term Fund in Q3 2018 and held it in 1 quarter.
  • Cutter & Co Brokerage's Invesco High Income 2024 Target Term Fund position peaked at $139K in Q3 2018.
  • 11 funds tracked by Wall St. Rank held Invesco High Income 2024 Target Term Fund as of Q4 2018.

Based on Cutter & Co Brokerage's 13F filing for Q4 2018, filed 7 Feb 2019.