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Girard Partners’s Invesco Municipal Trust VKQ Stock Holding History

Girard Partners’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
Q4 		– Sell
-6,000
Closed -$69K – 808
2018
Q3 		$69K Buy
+6,000
New +$70.7K 0.01% 399

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KIM
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SIA
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PPA
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Morgan Stanley
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Wells Fargo
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GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Girard Partners's VKQ Position: Q4 2018 in Review

Girard Partners sold out of Invesco Municipal Trust (VKQ) in Q4 2018, closing a stake of 6,000 shares — an estimated $69K sold.

Girard Partners first reported a position in VKQ in Q3 2018 and held it in 1 quarter. The position peaked at $69K in Q3 2018. 89 funds tracked by Wall St. Rank hold VKQ as of Q4 2018.

  • Girard Partners reported no remaining Invesco Municipal Trust position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 6,000 Invesco Municipal Trust shares in Q4 2018, an estimated $69K.
  • Girard Partners first reported a position in Invesco Municipal Trust in Q3 2018 and held it in 1 quarter.
  • Girard Partners's Invesco Municipal Trust position peaked at $69K in Q3 2018.
  • 89 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.