GWM
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Gupta Wealth Management’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Gupta Wealth 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
2015
Q4 		– Sell
-3,400
Closed -$44K – 1366
2015
Q3 		$44K Buy
+3,400
New +$43.4K 0.01% 475

Other funds holding VGM

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
NVIM
New Vernon Investment Management Highland Park, Illinois $81.7M AUM 8.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gupta Wealth Management's VGM Position: Q4 2015 in Review

Gupta Wealth Management sold out of Invesco Trust Investment Grade Municipals (VGM) in Q4 2015, closing a stake of 3,400 shares — an estimated $44K sold.

Gupta Wealth Management first reported a position in VGM in Q3 2015 and held it in 1 quarter. The position peaked at $44K in Q3 2015. 74 funds tracked by Wall St. Rank hold VGM as of Q4 2015.

  • Gupta Wealth Management reported no remaining Invesco Trust Investment Grade Municipals position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 3,400 Invesco Trust Investment Grade Municipals shares in Q4 2015, an estimated $44K.
  • Gupta Wealth Management first reported a position in Invesco Trust Investment Grade Municipals in Q3 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Invesco Trust Investment Grade Municipals position peaked at $44K in Q3 2015.
  • 74 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.