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Gradient Investments’s Invesco Quality Municipal Securities IQI Stock Holding History

Gradient Investments’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
2013
Q3 		– Sell
-331
Closed -$4K – 550
2013
Q2 		$4K Buy
+331
New +$4.29K ﹤0.01% 320

Other funds holding IQI

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Gradient Investments's IQI Position: Q3 2013 in Review

Gradient Investments sold out of Invesco Quality Municipal Securities (IQI) in Q3 2013, closing a stake of 331 shares — an estimated $4K sold.

Gradient Investments first reported a position in IQI in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 51 funds tracked by Wall St. Rank hold IQI as of Q3 2013.

  • Gradient Investments reported no remaining Invesco Quality Municipal Securities position as of Q3 2013 after selling out during the quarter.
  • Gradient Investments sold 331 Invesco Quality Municipal Securities shares in Q3 2013, an estimated $4K.
  • Gradient Investments first reported a position in Invesco Quality Municipal Securities in Q2 2013 and held it in 1 quarter.
  • Gradient Investments's Invesco Quality Municipal Securities position peaked at $4K in Q2 2013.
  • 51 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q3 2013.

Based on Gradient Investments's 13F filing for Q3 2013, filed 15 Oct 2013.