Kavar Capital Partners Group’s Invesco Pennsylvania Value Municipal Income Trust VPV Stock Holding History

Kavar Capital Partners Group’s Portfolio VPV Stock Details VPV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-3,000	Closed	-$36K	–	372
2018 Q2	$36K	Hold	3,000	–	–	0.02%	213
2018 Q1	$35K	Buy	+3,000	New	+$35.6K	0.02%	216

Other funds holding VPV

SIA

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

KIM

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

NCMW

Northern Capital Management (Wisconsin) Madison, Wisconsin $373M AUM 11.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RCM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kavar Capital Partners Group's VPV Position: Q3 2018 in Review

Kavar Capital Partners Group sold out of Invesco Pennsylvania Value Municipal Income Trust (VPV) in Q3 2018, closing a stake of 3,000 shares — an estimated $36K sold.

Kavar Capital Partners Group first reported a position in VPV in Q1 2018 and held it in 2 quarters. The position peaked at $36K in Q2 2018. 43 funds tracked by Wall St. Rank hold VPV as of Q3 2018.

Kavar Capital Partners Group reported no remaining Invesco Pennsylvania Value Municipal Income Trust position as of Q3 2018 after selling out during the quarter.
Kavar Capital Partners Group sold 3,000 Invesco Pennsylvania Value Municipal Income Trust shares in Q3 2018, an estimated $36K.
Kavar Capital Partners Group first reported a position in Invesco Pennsylvania Value Municipal Income Trust in Q1 2018 and held it in 2 quarters.
Kavar Capital Partners Group's Invesco Pennsylvania Value Municipal Income Trust position peaked at $36K in Q2 2018.
43 funds tracked by Wall St. Rank held Invesco Pennsylvania Value Municipal Income Trust as of Q3 2018.

Based on Kavar Capital Partners Group's 13F filing for Q3 2018, filed 9 Nov 2018.