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Lehman Financial Resources’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Lehman Financial Resources’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
2015
Q4 		– Sell
-292
Closed -$3K – 339
2015
Q3 		$3K Hold
292
– – ﹤0.01% 399
2015
Q2 		$3K Hold
292
– – ﹤0.01% 382
2015
Q1 		$4K Hold
292
– – ﹤0.01% 368
2014
Q4 		$4K Hold
292
– – ﹤0.01% 358
2014
Q3 		$4K Hold
292
– – ﹤0.01% 367
2014
Q2 		$4K Hold
292
– – ﹤0.01% 355
2014
Q1 		$4K Hold
292
– – ﹤0.01% 350
2013
Q4 		$4K Hold
292
– – ﹤0.01% 335
2013
Q3 		$4K Hold
292
– – ﹤0.01% 329
2013
Q2 		$4K Buy
+292
New +$4.23K ﹤0.01% 295

Other funds holding VGM

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
NVIM
New Vernon Investment Management Highland Park, Illinois $81.7M AUM 8.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lehman Financial Resources's VGM Position: Q4 2015 in Review

Lehman Financial Resources sold out of Invesco Trust Investment Grade Municipals (VGM) in Q4 2015, closing a stake of 292 shares — an estimated $3K sold.

Lehman Financial Resources first reported a position in VGM in Q2 2013 and held it in 10 quarters. The position peaked at $4K in Q1 2015. 74 funds tracked by Wall St. Rank hold VGM as of Q4 2015.

  • Lehman Financial Resources reported no remaining Invesco Trust Investment Grade Municipals position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 292 Invesco Trust Investment Grade Municipals shares in Q4 2015, an estimated $3K.
  • Lehman Financial Resources first reported a position in Invesco Trust Investment Grade Municipals in Q2 2013 and held it in 10 quarters.
  • Lehman Financial Resources's Invesco Trust Investment Grade Municipals position peaked at $4K in Q1 2015.
  • 74 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.