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Krilogy Financial’s Invesco Municipal Trust VKQ Stock Holding History

Krilogy Financial’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
Q1 		– Sell
-11,892
Closed -$147K – 229
2019
Q4 		$147K Hold
11,892
– – 0.02% 192
2019
Q3 		$150K Buy
+11,892
New +$150K 0.03% 179
2018
Q1 		– Hold
0
– – – 57
2017
Q4 		– Hold
0
– – – 59
2017
Q3 		– Hold
0
– – – 52

Other funds holding VKQ

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

Krilogy Financial's VKQ Position: Q1 2020 in Review

Krilogy Financial sold out of Invesco Municipal Trust (VKQ) in Q1 2020, closing a stake of 11,892 shares — an estimated $147K sold.

Krilogy Financial first reported a position in VKQ in Q3 2019 and held it in 2 quarters. The position peaked at $150K in Q3 2019. 85 funds tracked by Wall St. Rank hold VKQ as of Q1 2020.

  • Krilogy Financial reported no remaining Invesco Municipal Trust position as of Q1 2020 after selling out during the quarter.
  • Krilogy Financial sold 11,892 Invesco Municipal Trust shares in Q1 2020, an estimated $147K.
  • Krilogy Financial first reported a position in Invesco Municipal Trust in Q3 2019 and held it in 2 quarters.
  • Krilogy Financial's Invesco Municipal Trust position peaked at $150K in Q3 2019.
  • 85 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2020.

Based on Krilogy Financial's 13F filing for Q1 2020, filed 13 May 2020.