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J.W. Cole Advisors’s Invesco Municipal Trust VKQ Stock Holding History

J.W. Cole Advisors’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
2020
Q4 		– Sell
-11,199
Closed -$134K – 873
2020
Q3 		$134K Buy
+11,199
New +$138K 0.01% 712

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GC
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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

J.W. Cole Advisors's VKQ Position: Q4 2020 in Review

J.W. Cole Advisors sold out of Invesco Municipal Trust (VKQ) in Q4 2020, closing a stake of 11,199 shares — an estimated $134K sold.

J.W. Cole Advisors first reported a position in VKQ in Q3 2020 and held it in 1 quarter. The position peaked at $134K in Q3 2020. 88 funds tracked by Wall St. Rank hold VKQ as of Q4 2020.

  • J.W. Cole Advisors reported no remaining Invesco Municipal Trust position as of Q4 2020 after selling out during the quarter.
  • J.W. Cole Advisors sold 11,199 Invesco Municipal Trust shares in Q4 2020, an estimated $134K.
  • J.W. Cole Advisors first reported a position in Invesco Municipal Trust in Q3 2020 and held it in 1 quarter.
  • J.W. Cole Advisors's Invesco Municipal Trust position peaked at $134K in Q3 2020.
  • 88 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q4 2020.

Based on J.W. Cole Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.