Hartford Financial Management’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Hartford Financial 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
2021 Q2	–	Sell	-1,755	Closed	-$24K	–	393
2021 Q1	$24K	Hold	1,755	–	–	0.01%	242
2020 Q4	$23K	Hold	1,755	–	–	0.01%	241
2020 Q3	$22K	Hold	1,755	–	–	0.01%	234
2020 Q2	$21K	Hold	1,755	–	–	0.01%	239
2020 Q1	$21K	Hold	1,755	–	–	0.01%	230
2019 Q4	$23K	Hold	1,755	–	–	0.01%	251
2019 Q3	$23K	Buy	+1,755	New	+$22.7K	0.01%	249
2019 Q2	–	Hold	0	–	–	–	255
2019 Q1	–	Hold	0	–	–	–	255
2018 Q4	–	Hold	0	–	–	–	265
2018 Q3	–	Hold	0	–	–	–	273
2018 Q2	–	Hold	0	–	–	–	275
2017 Q4	–	Sell	-1,755	Closed	-$23K	–	384
2017 Q3	$23K	Buy	+1,755	New	+$23.8K	0.01%	232

Other funds holding VGM

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Hartford Financial Management's VGM Position: Q2 2021 in Review

Hartford Financial Management sold out of Invesco Trust Investment Grade Municipals (VGM) in Q2 2021, closing a stake of 1,755 shares — an estimated $24K sold.

Hartford Financial Management first reported a position in VGM in Q3 2017 and held it in 8 quarters. The position peaked at $24K in Q1 2021. 78 funds tracked by Wall St. Rank hold VGM as of Q2 2021.

Hartford Financial Management reported no remaining Invesco Trust Investment Grade Municipals position as of Q2 2021 after selling out during the quarter.
Hartford Financial Management sold 1,755 Invesco Trust Investment Grade Municipals shares in Q2 2021, an estimated $24K.
Hartford Financial Management first reported a position in Invesco Trust Investment Grade Municipals in Q3 2017 and held it in 8 quarters.
Hartford Financial Management's Invesco Trust Investment Grade Municipals position peaked at $24K in Q1 2021.
78 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q2 2021.

Based on Hartford Financial Management's 13F filing for Q2 2021, filed 27 Jul 2021.