FinTrust Capital Advisors’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

FinTrust Capital Advisors’s Portfolio VGM Stock Details VGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-188	Closed	-$2K	–	1153
2020 Q3	$2K	Hold	188	–	–	﹤0.01%	1081
2020 Q2	$2K	Hold	188	–	–	﹤0.01%	966
2020 Q1	$2K	Hold	188	–	–	﹤0.01%	1035
2019 Q4	$2K	Sell	188 -188	-50%	-$2.4K	﹤0.01%	1018
2019 Q3	$5K	Hold	376	–	–	﹤0.01%	889
2019 Q2	$5K	Sell	376 -610	-62%	-$7.56K	﹤0.01%	851
2019 Q1	$12K	Hold	986	–	–	0.01%	734
2018 Q4	$11K	Buy	+986	New	+$11.3K	0.01%	751

Other funds holding VGM

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

FinTrust Capital Advisors's VGM Position: Q4 2020 in Review

FinTrust Capital Advisors sold out of Invesco Trust Investment Grade Municipals (VGM) in Q4 2020, closing a stake of 188 shares — an estimated $2K sold.

FinTrust Capital Advisors first reported a position in VGM in Q4 2018 and held it in 8 quarters. The position peaked at $12K in Q1 2019. 80 funds tracked by Wall St. Rank hold VGM as of Q4 2020.

FinTrust Capital Advisors reported no remaining Invesco Trust Investment Grade Municipals position as of Q4 2020 after selling out during the quarter.
FinTrust Capital Advisors sold 188 Invesco Trust Investment Grade Municipals shares in Q4 2020, an estimated $2K.
FinTrust Capital Advisors first reported a position in Invesco Trust Investment Grade Municipals in Q4 2018 and held it in 8 quarters.
FinTrust Capital Advisors's Invesco Trust Investment Grade Municipals position peaked at $12K in Q1 2019.
80 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q4 2020.

Based on FinTrust Capital Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.