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Forvis Mazars Wealth Advisors’s Invesco Municipal Trust VKQ Stock Holding History

Forvis Mazars Wealth Advisors’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
2018
Q3 		– Sell
-11,500
Closed -$136K – 248
2018
Q2 		$136K Hold
11,500
– – 0.01% 230
2018
Q1 		$134K Hold
11,500
– – 0.01% 230
2017
Q4 		$144K Buy
+11,500
New +$144K 0.01% 238

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GC
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JWA
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Forvis Mazars Wealth Advisors's VKQ Position: Q3 2018 in Review

Forvis Mazars Wealth Advisors sold out of Invesco Municipal Trust (VKQ) in Q3 2018, closing a stake of 11,500 shares — an estimated $136K sold.

Forvis Mazars Wealth Advisors first reported a position in VKQ in Q4 2017 and held it in 3 quarters. The position peaked at $144K in Q4 2017. 92 funds tracked by Wall St. Rank hold VKQ as of Q3 2018.

  • Forvis Mazars Wealth Advisors reported no remaining Invesco Municipal Trust position as of Q3 2018 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 11,500 Invesco Municipal Trust shares in Q3 2018, an estimated $136K.
  • Forvis Mazars Wealth Advisors first reported a position in Invesco Municipal Trust in Q4 2017 and held it in 3 quarters.
  • Forvis Mazars Wealth Advisors's Invesco Municipal Trust position peaked at $144K in Q4 2017.
  • 92 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q3 2018.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2018, filed 9 Oct 2018.