MIM
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Macroview Investment Management’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Macroview Investment Management’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
Q4 		– Sell
-2,790
Closed -$33K – 385
2018
Q3 		$33K Buy
2,790
+806
+41% +$9.79K 0.1% 87
2018
Q2 		$25K Buy
+1,984
New +$24.5K 0.09% 92
2017
Q2 		– Sell
-1,000
Closed -$13K – 190
2017
Q1 		$13K Hold
1,000
– – 0.07% 61
2016
Q4 		$13K Sell
1,000
-1,750
-64% -$22.8K 0.07% 60
2016
Q3 		$39K Sell
2,750
-500
-15% -$7.18K 0.17% 39
2016
Q2 		$48K Sell
3,250
-900
-22% -$12.9K 0.21% 33
2016
Q1 		$58K Hold
4,150
– – 0.25% 30
2015
Q4 		$55K Buy
4,150
+950
+30% +$12.5K 0.18% 39
2015
Q3 		$41K Buy
+3,200
New +$40.9K 0.07% 44
2015
Q2 		– Sell
-260
Closed -$3K – 137
2015
Q1 		$3K Buy
+260
New +$3.5K ﹤0.01% 108

Other funds holding VGM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Macroview Investment Management's VGM Position: Q4 2018 in Review

Macroview Investment Management sold out of Invesco Trust Investment Grade Municipals (VGM) in Q4 2018, closing a stake of 2,790 shares — an estimated $33K sold.

Macroview Investment Management first reported a position in VGM in Q1 2015 and held it in 10 quarters. The position peaked at $58K in Q1 2016. 88 funds tracked by Wall St. Rank hold VGM as of Q4 2018.

  • Macroview Investment Management reported no remaining Invesco Trust Investment Grade Municipals position as of Q4 2018 after selling out during the quarter.
  • Macroview Investment Management sold 2,790 Invesco Trust Investment Grade Municipals shares in Q4 2018, an estimated $33K.
  • Macroview Investment Management first reported a position in Invesco Trust Investment Grade Municipals in Q1 2015 and held it in 10 quarters.
  • Macroview Investment Management's Invesco Trust Investment Grade Municipals position peaked at $58K in Q1 2016.
  • 88 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q4 2018.

Based on Macroview Investment Management's 13F filing for Q4 2018, filed 7 Feb 2019.