DLHL
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Donald L. Hagan LLC’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Donald L. Hagan LLC’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
2016
Q2 		– Sell
-1,750
Closed -$24K – 300
2016
Q1 		$24K Buy
+1,750
New +$23.9K 0.02% 181
2015
Q4 		– Sell
-1,750
Closed -$23K – 299
2015
Q3 		$23K Buy
+1,750
New +$22.3K 0.02% 202

Other funds holding VGM

GC
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SIA
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Morgan Stanley
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Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
NVIM
New Vernon Investment Management Highland Park, Illinois $94.2M AUM 4.11% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Wells Fargo
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TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return