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Kore Private Wealth’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-2,859
Closed -$34K – 1048
2020
Q2 		$34K Hold
2,859
– – 0.01% 545
2020
Q1 		$35K Hold
2,859
– – 0.01% 487
2019
Q4 		$37K Buy
+2,859
New +$36.5K 0.01% 523

Other funds holding VGM

BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Kore Private Wealth's VGM Position: Q3 2020 in Review

Kore Private Wealth sold out of Invesco Trust Investment Grade Municipals (VGM) in Q3 2020, closing a stake of 2,859 shares — an estimated $34K sold.

Kore Private Wealth first reported a position in VGM in Q4 2019 and held it in 3 quarters. The position peaked at $37K in Q4 2019. 78 funds tracked by Wall St. Rank hold VGM as of Q3 2020.

  • Kore Private Wealth reported no remaining Invesco Trust Investment Grade Municipals position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 2,859 Invesco Trust Investment Grade Municipals shares in Q3 2020, an estimated $34K.
  • Kore Private Wealth first reported a position in Invesco Trust Investment Grade Municipals in Q4 2019 and held it in 3 quarters.
  • Kore Private Wealth's Invesco Trust Investment Grade Municipals position peaked at $37K in Q4 2019.
  • 78 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.