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FineMark National Bank & Trust’s Invesco Municipal Trust VKQ Stock Holding History

FineMark National Bank & Trust’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
2014
Q2 		– Sell
-1,000
Closed -$12K – 1451
2014
Q1 		$12K Hold
1,000
– – ﹤0.01% 1014
2013
Q4 		$12K Buy
+1,000
New +$11.5K ﹤0.01% 979

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RCM
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NVIM
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Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

FineMark National Bank & Trust's VKQ Position: Q2 2014 in Review

FineMark National Bank & Trust sold out of Invesco Municipal Trust (VKQ) in Q2 2014, closing a stake of 1,000 shares — an estimated $12K sold.

FineMark National Bank & Trust first reported a position in VKQ in Q4 2013 and held it in 2 quarters. The position peaked at $12K in Q1 2014. 52 funds tracked by Wall St. Rank hold VKQ as of Q2 2014.

  • FineMark National Bank & Trust reported no remaining Invesco Municipal Trust position as of Q2 2014 after selling out during the quarter.
  • FineMark National Bank & Trust sold 1,000 Invesco Municipal Trust shares in Q2 2014, an estimated $12K.
  • FineMark National Bank & Trust first reported a position in Invesco Municipal Trust in Q4 2013 and held it in 2 quarters.
  • FineMark National Bank & Trust's Invesco Municipal Trust position peaked at $12K in Q1 2014.
  • 52 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2014.

Based on FineMark National Bank & Trust's 13F filing for Q2 2014, filed 13 Aug 2014.