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HC Financial Advisors’s Invesco California Value Municipal Income Trust VCV Stock Holding History

HC Financial Advisors’s Portfolio VCV Stock Details VCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,035
Closed -$13K – 400
2020
Q3 		$13K Hold
1,035
– – 0.01% 228
2020
Q2 		$12K Hold
1,035
– – 0.01% 222
2020
Q1 		$12K Buy
+1,035
New +$13K 0.01% 230

Other funds holding VCV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

HC Financial Advisors's VCV Position: Q4 2020 in Review

HC Financial Advisors sold out of Invesco California Value Municipal Income Trust (VCV) in Q4 2020, closing a stake of 1,035 shares — an estimated $13K sold.

HC Financial Advisors first reported a position in VCV in Q1 2020 and held it in 3 quarters. The position peaked at $13K in Q3 2020. 46 funds tracked by Wall St. Rank hold VCV as of Q4 2020.

  • HC Financial Advisors reported no remaining Invesco California Value Municipal Income Trust position as of Q4 2020 after selling out during the quarter.
  • HC Financial Advisors sold 1,035 Invesco California Value Municipal Income Trust shares in Q4 2020, an estimated $13K.
  • HC Financial Advisors first reported a position in Invesco California Value Municipal Income Trust in Q1 2020 and held it in 3 quarters.
  • HC Financial Advisors's Invesco California Value Municipal Income Trust position peaked at $13K in Q3 2020.
  • 46 funds tracked by Wall St. Rank held Invesco California Value Municipal Income Trust as of Q4 2020.

Based on HC Financial Advisors's 13F filing for Q4 2020, filed 26 Jan 2021.