CWH Capital Management’s Invesco California Value Municipal Income Trust VCV Stock Holding History

CWH Capital Management’s Portfolio VCV Stock Details VCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-10,786	Closed	-$122K	–	53
2018 Q4	$122K	Buy	+10,786	New	+$122K	0.06%	51

Other funds holding VCV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

CWH Capital Management's VCV Position: Q1 2019 in Review

CWH Capital Management sold out of Invesco California Value Municipal Income Trust (VCV) in Q1 2019, closing a stake of 10,786 shares — an estimated $122K sold.

CWH Capital Management first reported a position in VCV in Q4 2018 and held it in 1 quarter. The position peaked at $122K in Q4 2018. 45 funds tracked by Wall St. Rank hold VCV as of Q1 2019.

CWH Capital Management reported no remaining Invesco California Value Municipal Income Trust position as of Q1 2019 after selling out during the quarter.
CWH Capital Management sold 10,786 Invesco California Value Municipal Income Trust shares in Q1 2019, an estimated $122K.
CWH Capital Management first reported a position in Invesco California Value Municipal Income Trust in Q4 2018 and held it in 1 quarter.
CWH Capital Management's Invesco California Value Municipal Income Trust position peaked at $122K in Q4 2018.
45 funds tracked by Wall St. Rank held Invesco California Value Municipal Income Trust as of Q1 2019.

Based on CWH Capital Management's 13F filing for Q1 2019, filed 13 May 2019.