MIG
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Mariner Investment Group’s Invesco Municipal Trust VKQ Stock Holding History

Mariner Investment Group’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
2021
Q1 		– Sell
-45,678
Closed -$586K – 96
2020
Q4 		$586K Hold
45,678
– – 1.19% 27
2020
Q3 		$549K Hold
45,678
– – 1.52% 20
2020
Q2 		$537K Hold
45,678
– – 1.94% 21
2020
Q1 		$534K Buy
+45,678
New +$565K 1.82% 19
2019
Q1 		– Sell
-26,800
Closed -$299K – 106
2018
Q4 		$299K Hold
26,800
– – 0.42% 74
2018
Q3 		$309K Buy
26,800
+1,000
+4% +$11.8K 0.63% 51
2018
Q2 		$305K Hold
25,800
– – 0.66% 40
2018
Q1 		$302K Buy
+25,800
New +$309K 0.3% 43

Other funds holding VKQ

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Mariner Investment Group's VKQ Position: Q1 2021 in Review

Mariner Investment Group sold out of Invesco Municipal Trust (VKQ) in Q1 2021, closing a stake of 45,678 shares — an estimated $586K sold.

Mariner Investment Group first reported a position in VKQ in Q1 2018 and held it in 8 quarters. The position peaked at $586K in Q4 2020. 83 funds tracked by Wall St. Rank hold VKQ as of Q1 2021.

  • Mariner Investment Group reported no remaining Invesco Municipal Trust position as of Q1 2021 after selling out during the quarter.
  • Mariner Investment Group sold 45,678 Invesco Municipal Trust shares in Q1 2021, an estimated $586K.
  • Mariner Investment Group first reported a position in Invesco Municipal Trust in Q1 2018 and held it in 8 quarters.
  • Mariner Investment Group's Invesco Municipal Trust position peaked at $586K in Q4 2020.
  • 83 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2021.

Based on Mariner Investment Group's 13F filing for Q1 2021, filed 12 May 2021.