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Investors Capital Advisory Services’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Investors Capital Advisory Services’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
2016
Q2 		$268K Buy
+18,068
New +$260K 0.05% 483

Other funds holding VGM

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
NVIM
New Vernon Investment Management Highland Park, Illinois $94.2M AUM 4.11% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Investors Capital Advisory Services's VGM Position: Q2 2016 in Review

Investors Capital Advisory Services opened a new position in Invesco Trust Investment Grade Municipals (VGM) in Q2 2016: 18,068 shares worth $268K. The stake represents 0.05% of the portfolio and ranks #483 among its holdings.

72 funds tracked by Wall St. Rank hold VGM as of Q2 2016.

  • Investors Capital Advisory Services held 18,068 shares of Invesco Trust Investment Grade Municipals worth $268K as of Q2 2016.
  • Invesco Trust Investment Grade Municipals was a new Investors Capital Advisory Services position in Q2 2016.
  • Invesco Trust Investment Grade Municipals made up 0.05% of Investors Capital Advisory Services's portfolio in Q2 2016, its #483 holding.
  • 72 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.