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Lehman & Derafelo Financial Resources’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

Lehman & Derafelo Financial Resources’s Portfolio VRP Stock Details VRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-485
Closed -$12K – 211
2019
Q3 		$12K Buy
+485
New +$12.2K ﹤0.01% 159

Other funds holding VRP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lehman & Derafelo Financial Resources's VRP Position: Q4 2019 in Review

Lehman & Derafelo Financial Resources sold out of Invesco Variable Rate Preferred ETF (VRP) in Q4 2019, closing a stake of 485 shares — an estimated $12K sold.

Lehman & Derafelo Financial Resources first reported a position in VRP in Q3 2019 and held it in 1 quarter. The position peaked at $12K in Q3 2019. 179 funds tracked by Wall St. Rank hold VRP as of Q4 2019.

  • Lehman & Derafelo Financial Resources reported no remaining Invesco Variable Rate Preferred ETF position as of Q4 2019 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 485 Invesco Variable Rate Preferred ETF shares in Q4 2019, an estimated $12K.
  • Lehman & Derafelo Financial Resources first reported a position in Invesco Variable Rate Preferred ETF in Q3 2019 and held it in 1 quarter.
  • Lehman & Derafelo Financial Resources's Invesco Variable Rate Preferred ETF position peaked at $12K in Q3 2019.
  • 179 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q4 2019.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2019, filed 12 Feb 2020.