Hudock Inc’s Invesco Quality Municipal Securities IQI Stock Holding History

Hudock Inc’s Portfolio IQI Stock Details IQI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-7,221	Closed	-$90K	–	706
2019 Q4	$90K	Hold	7,221	–	–	0.03%	190
2019 Q3	$92K	Hold	7,221	–	–	0.03%	181
2019 Q2	$89K	Hold	7,221	–	–	0.03%	181
2019 Q1	$87K	Hold	7,221	–	–	0.03%	186
2018 Q4	$80K	Hold	7,221	–	–	0.03%	176
2018 Q3	$83K	Hold	7,221	–	–	0.03%	185
2018 Q2	$86K	Hold	7,221	–	–	0.03%	171
2018 Q1	$85K	Hold	7,221	–	–	0.04%	175
2017 Q4	$90K	Hold	7,221	–	–	0.04%	168
2017 Q3	$92K	Hold	7,221	–	–	0.04%	157
2017 Q2	$91K	Hold	7,221	–	–	0.05%	153
2017 Q1	$89K	Hold	7,221	–	–	0.05%	146
2016 Q4	$89K	Hold	7,221	–	–	0.05%	147
2016 Q3	$99K	Hold	7,221	–	–	0.06%	142
2016 Q2	$99K	Hold	7,221	–	–	0.05%	148
2016 Q1	$95K	Hold	7,221	–	–	0.05%	147
2015 Q4	$91K	Hold	7,221	–	–	0.04%	144
2015 Q3	$87K	Sell	7,221 -2,500	-26%	-$29.8K	0.04%	144
2015 Q2	$114K	Hold	9,721	–	–	0.05%	131
2015 Q1	$122K	Sell	9,721 -3,400	-26%	-$43K	0.05%	130
2014 Q4	$164K	Sell	13,121 -3,979	-23%	-$49.2K	0.08%	113
2014 Q3	$207K	Hold	17,100	–	–	0.13%	104
2014 Q2	$210K	Hold	17,100	–	–	0.24%	85
2014 Q1	$202K	Sell	17,100 -8,000	-32%	-$93.5K	0.17%	84
2013 Q4	$279K	Hold	25,100	–	–	0.24%	64
2013 Q3	$290K	Hold	25,100	–	–	0.28%	57
2013 Q2	$304K	Buy	+25,100	New	+$325K	0.45%	51

Other funds holding IQI

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

PPA

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Hudock Inc's IQI Position: Q1 2020 in Review

Hudock Inc sold out of Invesco Quality Municipal Securities (IQI) in Q1 2020, closing a stake of 7,221 shares — an estimated $90K sold.

Hudock Inc first reported a position in IQI in Q2 2013 and held it in 27 quarters. The position peaked at $304K in Q2 2013. 83 funds tracked by Wall St. Rank hold IQI as of Q1 2020.

Hudock Inc reported no remaining Invesco Quality Municipal Securities position as of Q1 2020 after selling out during the quarter.
Hudock Inc sold 7,221 Invesco Quality Municipal Securities shares in Q1 2020, an estimated $90K.
Hudock Inc first reported a position in Invesco Quality Municipal Securities in Q2 2013 and held it in 27 quarters.
Hudock Inc's Invesco Quality Municipal Securities position peaked at $304K in Q2 2013.
83 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q1 2020.

Based on Hudock Inc's 13F filing for Q1 2020, filed 27 Apr 2020.