KF
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Krilogy Financial’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Krilogy Financial’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
2018
Q2 		– Sell
-5,851
Closed -$71K – 610
2018
Q1 		$71K Hold
5,851
– – 0.02% 280
2017
Q4 		$77K Hold
5,851
– – 0.02% 268
2017
Q3 		$78K Buy
+5,851
New +$79.3K 0.02% 289

Other funds holding VGM

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Krilogy Financial's VGM Position: Q2 2018 in Review

Krilogy Financial sold out of Invesco Trust Investment Grade Municipals (VGM) in Q2 2018, closing a stake of 5,851 shares — an estimated $71K sold.

Krilogy Financial first reported a position in VGM in Q3 2017 and held it in 3 quarters. The position peaked at $78K in Q3 2017. 77 funds tracked by Wall St. Rank hold VGM as of Q2 2018.

  • Krilogy Financial reported no remaining Invesco Trust Investment Grade Municipals position as of Q2 2018 after selling out during the quarter.
  • Krilogy Financial sold 5,851 Invesco Trust Investment Grade Municipals shares in Q2 2018, an estimated $71K.
  • Krilogy Financial first reported a position in Invesco Trust Investment Grade Municipals in Q3 2017 and held it in 3 quarters.
  • Krilogy Financial's Invesco Trust Investment Grade Municipals position peaked at $78K in Q3 2017.
  • 77 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q2 2018.

Based on Krilogy Financial's 13F filing for Q2 2018, filed 15 Aug 2018.