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Gruss Capital Management’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Gruss Capital Management’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
2014
Q3 		– Sell
-100,392
Closed -$1.31M – 82
2014
Q2 		$1.31M Sell
100,392
-66,106
-40% -$857K 0.06% 62
2014
Q1 		$2.13M Hold
166,498
– – 0.13% 50
2013
Q4 		$2.03M Buy
+166,498
New +$2.01M 0.15% 47

Other funds holding VGM

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
NVIM
New Vernon Investment Management Highland Park, Illinois $81.7M AUM 8.29% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Gruss Capital Management's VGM Position: Q3 2014 in Review

Gruss Capital Management sold out of Invesco Trust Investment Grade Municipals (VGM) in Q3 2014, closing a stake of 100,392 shares — an estimated $1.31M sold.

Gruss Capital Management first reported a position in VGM in Q4 2013 and held it in 3 quarters. The position peaked at $2.13M in Q1 2014. 65 funds tracked by Wall St. Rank hold VGM as of Q3 2014.

  • Gruss Capital Management reported no remaining Invesco Trust Investment Grade Municipals position as of Q3 2014 after selling out during the quarter.
  • Gruss Capital Management sold 100,392 Invesco Trust Investment Grade Municipals shares in Q3 2014, an estimated $1.31M.
  • Gruss Capital Management first reported a position in Invesco Trust Investment Grade Municipals in Q4 2013 and held it in 3 quarters.
  • Gruss Capital Management's Invesco Trust Investment Grade Municipals position peaked at $2.13M in Q1 2014.
  • 65 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q3 2014.

Based on Gruss Capital Management's 13F filing for Q3 2014, filed 12 Nov 2014.