EA
VGM icon

Edge Advisors’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Edge Advisors’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
2018
Q2 		$432K Hold
34,950
– – 0.04% 232
2018
Q1 		$427K Hold
34,950
– – 0.04% 235
2017
Q4 		$460K Hold
34,950
– – 0.05% 225
2017
Q3 		$468K Hold
34,950
– – 0.05% 215
2017
Q2 		$469K Hold
34,950
– – 0.05% 221
2017
Q1 		$454K Hold
34,950
– – 0.06% 231
2016
Q4 		$445K Buy
+34,950
New +$456K 0.06% 225

Other funds holding VGM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Edge Advisors's VGM Position: Q2 2018 in Review

Edge Advisors held its Invesco Trust Investment Grade Municipals (VGM) position steady in Q2 2018 at 34,950 shares worth $432K. The position accounts for 0.04% of the portfolio, ranked #232.

Edge Advisors first reported a position in VGM in Q4 2016 and has held it in 7 quarters since. The position peaked at $469K in Q2 2017. 77 funds tracked by Wall St. Rank hold VGM as of Q2 2018.

  • Edge Advisors held 34,950 shares of Invesco Trust Investment Grade Municipals worth $432K as of Q2 2018.
  • Edge Advisors left its Invesco Trust Investment Grade Municipals share count unchanged in Q2 2018.
  • Invesco Trust Investment Grade Municipals made up 0.04% of Edge Advisors's portfolio in Q2 2018, its #232 holding.
  • Edge Advisors first reported a position in Invesco Trust Investment Grade Municipals in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Invesco Trust Investment Grade Municipals position peaked at $469K in Q2 2017.
  • 77 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.