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Evoke Wealth’s Invesco Advantage Municipal Income Trust II VKI Stock Holding History

Evoke Wealth’s Portfolio VKI Stock Details VKI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-264
Closed -$2.97K – 1472
2019
Q3 		$2.97K Buy
+264
New +$2.99K ﹤0.01% 1129

Other funds holding VKI

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Evoke Wealth's VKI Position: Q4 2019 in Review

Evoke Wealth sold out of Invesco Advantage Municipal Income Trust II (VKI) in Q4 2019, closing a stake of 264 shares — an estimated $2.97K sold.

Evoke Wealth first reported a position in VKI in Q3 2019 and held it in 1 quarter. The position peaked at $2.97K in Q3 2019. 58 funds tracked by Wall St. Rank hold VKI as of Q4 2019.

  • Evoke Wealth reported no remaining Invesco Advantage Municipal Income Trust II position as of Q4 2019 after selling out during the quarter.
  • Evoke Wealth sold 264 Invesco Advantage Municipal Income Trust II shares in Q4 2019, an estimated $2.97K.
  • Evoke Wealth first reported a position in Invesco Advantage Municipal Income Trust II in Q3 2019 and held it in 1 quarter.
  • Evoke Wealth's Invesco Advantage Municipal Income Trust II position peaked at $2.97K in Q3 2019.
  • 58 funds tracked by Wall St. Rank held Invesco Advantage Municipal Income Trust II as of Q4 2019.

Based on Evoke Wealth's 13F filing for Q4 2019, filed 7 Feb 2020.