Doyle Wealth Management’s Invesco High Income Trust II VLT Stock Holding History

Doyle Wealth Management’s Portfolio VLT Stock Details VLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-437	Closed	-$6K	–	738
2019 Q2	$6K	Buy	+437	New	+$6.34K	﹤0.01%	718
2019 Q1	–	Sell	-437	Closed	-$5K	–	730
2018 Q4	$5K	Buy	+437	New	+$5.76K	﹤0.01%	729

Other funds holding VLT

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

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

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Doyle Wealth Management's VLT Position: Q3 2019 in Review

Doyle Wealth Management sold out of Invesco High Income Trust II (VLT) in Q3 2019, closing a stake of 437 shares — an estimated $6K sold.

Doyle Wealth Management first reported a position in VLT in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q2 2019. 30 funds tracked by Wall St. Rank hold VLT as of Q3 2019.

Doyle Wealth Management reported no remaining Invesco High Income Trust II position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 437 Invesco High Income Trust II shares in Q3 2019, an estimated $6K.
Doyle Wealth Management first reported a position in Invesco High Income Trust II in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's Invesco High Income Trust II position peaked at $6K in Q2 2019.
30 funds tracked by Wall St. Rank held Invesco High Income Trust II as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.