EA
VKQ icon

Edge Advisors’s Invesco Municipal Trust VKQ Stock Holding History

Edge Advisors’s Portfolio VKQ Stock Details VKQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		$514K Hold
43,500
– – 0.05% 213
2018
Q1 		$508K Hold
43,500
– – 0.05% 218
2017
Q4 		$543K Hold
43,500
– – 0.05% 206
2017
Q3 		$555K Hold
43,500
– – 0.06% 199
2017
Q2 		$558K Hold
43,500
– – 0.06% 202
2017
Q1 		$545K Hold
43,500
– – 0.07% 214
2016
Q4 		$533K Buy
+43,500
New +$548K 0.07% 207

Other funds holding VKQ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Edge Advisors's VKQ Position: Q2 2018 in Review

Edge Advisors held its Invesco Municipal Trust (VKQ) position steady in Q2 2018 at 43,500 shares worth $514K. The position accounts for 0.05% of the portfolio, ranked #213.

Edge Advisors first reported a position in VKQ in Q4 2016 and has held it in 7 quarters since. The position peaked at $558K in Q2 2017. 87 funds tracked by Wall St. Rank hold VKQ as of Q2 2018.

  • Edge Advisors held 43,500 shares of Invesco Municipal Trust worth $514K as of Q2 2018.
  • Edge Advisors left its Invesco Municipal Trust share count unchanged in Q2 2018.
  • Invesco Municipal Trust made up 0.05% of Edge Advisors's portfolio in Q2 2018, its #213 holding.
  • Edge Advisors first reported a position in Invesco Municipal Trust in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Invesco Municipal Trust position peaked at $558K in Q2 2017.
  • 87 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2018.

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