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IHT Wealth Management’s Invesco Municipal Trust VKQ Stock Holding History

IHT Wealth 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
2018
Q2 		– Sell
-998
Closed -$12K – 1339
2018
Q1 		$12K Hold
998
– – ﹤0.01% 1137
2017
Q4 		$13K Hold
998
– – ﹤0.01% 1121
2017
Q3 		$13K Hold
998
– – 0.01% 900
2017
Q2 		$924 Hold
998
– – 0.45% 56
2017
Q1 		$12K Hold
998
– – 0.01% 793
2016
Q4 		$12K Buy
+998
New +$12.6K 0.01% 765

Other funds holding VKQ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

IHT Wealth Management's VKQ Position: Q2 2018 in Review

IHT Wealth Management sold out of Invesco Municipal Trust (VKQ) in Q2 2018, closing a stake of 998 shares — an estimated $12K sold.

IHT Wealth Management first reported a position in VKQ in Q4 2016 and held it in 6 quarters. The position peaked at $13K in Q4 2017. 87 funds tracked by Wall St. Rank hold VKQ as of Q2 2018.

  • IHT Wealth Management reported no remaining Invesco Municipal Trust position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 998 Invesco Municipal Trust shares in Q2 2018, an estimated $12K.
  • IHT Wealth Management first reported a position in Invesco Municipal Trust in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Invesco Municipal Trust position peaked at $13K in Q4 2017.
  • 87 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.