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Gruss Capital Management’s Invesco Municipal Trust VKQ Stock Holding History

Gruss Capital Management’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
2014
Q2 		– Sell
-80,534
Closed -$974K – 89
2014
Q1 		$974K Hold
80,534
– – 0.06% 63
2013
Q4 		$933K Buy
+80,534
New +$922K 0.07% 58

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AllianceBernstein
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NVIM
New Vernon Investment Management Highland Park, Illinois $94.2M AUM 4.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Gruss Capital Management's VKQ Position: Q2 2014 in Review

Gruss Capital Management sold out of Invesco Municipal Trust (VKQ) in Q2 2014, closing a stake of 80,534 shares — an estimated $974K sold.

Gruss Capital Management first reported a position in VKQ in Q4 2013 and held it in 2 quarters. The position peaked at $974K in Q1 2014. 52 funds tracked by Wall St. Rank hold VKQ as of Q2 2014.

  • Gruss Capital Management reported no remaining Invesco Municipal Trust position as of Q2 2014 after selling out during the quarter.
  • Gruss Capital Management sold 80,534 Invesco Municipal Trust shares in Q2 2014, an estimated $974K.
  • Gruss Capital Management first reported a position in Invesco Municipal Trust in Q4 2013 and held it in 2 quarters.
  • Gruss Capital Management's Invesco Municipal Trust position peaked at $974K in Q1 2014.
  • 52 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2014.

Based on Gruss Capital Management's 13F filing for Q2 2014, filed 13 Aug 2014.