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Evercore Wealth Management’s Invesco Municipal Trust VKQ Stock Holding History

Evercore Wealth Management’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
Q1 		– Sell
-2,000
Closed -$25K – 777
2017
Q4 		$25K Buy
+2,000
New +$25K ﹤0.01% 695

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RCM
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Morgan Stanley
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AAM
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GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Evercore Wealth Management's VKQ Position: Q1 2018 in Review

Evercore Wealth Management sold out of Invesco Municipal Trust (VKQ) in Q1 2018, closing a stake of 2,000 shares — an estimated $25K sold.

Evercore Wealth Management first reported a position in VKQ in Q4 2017 and held it in 1 quarter. The position peaked at $25K in Q4 2017. 85 funds tracked by Wall St. Rank hold VKQ as of Q1 2018.

  • Evercore Wealth Management reported no remaining Invesco Municipal Trust position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 2,000 Invesco Municipal Trust shares in Q1 2018, an estimated $25K.
  • Evercore Wealth Management first reported a position in Invesco Municipal Trust in Q4 2017 and held it in 1 quarter.
  • Evercore Wealth Management's Invesco Municipal Trust position peaked at $25K in Q4 2017.
  • 85 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.