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Executive Wealth Management’s Invesco Quality Municipal Securities IQI Stock Holding History

Executive Wealth Management’s Portfolio IQI Stock Details IQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-3
Closed – – 451
2019
Q2 		$0 Buy
+3
New +$37 ﹤0.01% 916

Other funds holding IQI

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return

Executive Wealth Management's IQI Position: Q3 2019 in Review

Executive Wealth Management sold out of Invesco Quality Municipal Securities (IQI) in Q3 2019, closing a stake of 3 shares.

Executive Wealth Management first reported a position in IQI in Q2 2019 and held it in 1 quarter. The position peaked at $0 in Q2 2019. 75 funds tracked by Wall St. Rank hold IQI as of Q3 2019.

  • Executive Wealth Management reported no remaining Invesco Quality Municipal Securities position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 3 Invesco Quality Municipal Securities shares in Q3 2019.
  • Executive Wealth Management first reported a position in Invesco Quality Municipal Securities in Q2 2019 and held it in 1 quarter.
  • Executive Wealth Management's Invesco Quality Municipal Securities position peaked at $0 in Q2 2019.
  • 75 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.