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Evoke Wealth’s Invesco Pennsylvania Value Municipal Income Trust VPV Stock Holding History

Evoke Wealth’s Portfolio VPV Stock Details VPV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-171
Closed -$2.23K – 1479
2019
Q3 		$2.23K Buy
+171
New +$2.25K ﹤0.01% 1185

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MSL
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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
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
WA
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evoke Wealth's VPV Position: Q4 2019 in Review

Evoke Wealth sold out of Invesco Pennsylvania Value Municipal Income Trust (VPV) in Q4 2019, closing a stake of 171 shares — an estimated $2.23K sold.

Evoke Wealth first reported a position in VPV in Q3 2019 and held it in 1 quarter. The position peaked at $2.23K in Q3 2019. 40 funds tracked by Wall St. Rank hold VPV as of Q4 2019.

  • Evoke Wealth reported no remaining Invesco Pennsylvania Value Municipal Income Trust position as of Q4 2019 after selling out during the quarter.
  • Evoke Wealth sold 171 Invesco Pennsylvania Value Municipal Income Trust shares in Q4 2019, an estimated $2.23K.
  • Evoke Wealth first reported a position in Invesco Pennsylvania Value Municipal Income Trust in Q3 2019 and held it in 1 quarter.
  • Evoke Wealth's Invesco Pennsylvania Value Municipal Income Trust position peaked at $2.23K in Q3 2019.
  • 40 funds tracked by Wall St. Rank held Invesco Pennsylvania Value Municipal Income Trust as of Q4 2019.

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