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MassMutual Private Wealth & Trust’s Invesco Quality Municipal Securities IQI Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio IQI Stock Details IQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-5,066
Closed -$61.3K – 793
2019
Q1 		$61.3K Buy
+5,066
New +$60.1K ﹤0.01% 412

Other funds holding IQI

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return

MassMutual Private Wealth & Trust's IQI Position: Q2 2019 in Review

MassMutual Private Wealth & Trust sold out of Invesco Quality Municipal Securities (IQI) in Q2 2019, closing a stake of 5,066 shares — an estimated $61.3K sold.

MassMutual Private Wealth & Trust first reported a position in IQI in Q1 2019 and held it in 1 quarter. The position peaked at $61.3K in Q1 2019. 75 funds tracked by Wall St. Rank hold IQI as of Q2 2019.

  • MassMutual Private Wealth & Trust reported no remaining Invesco Quality Municipal Securities position as of Q2 2019 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 5,066 Invesco Quality Municipal Securities shares in Q2 2019, an estimated $61.3K.
  • MassMutual Private Wealth & Trust first reported a position in Invesco Quality Municipal Securities in Q1 2019 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Invesco Quality Municipal Securities position peaked at $61.3K in Q1 2019.
  • 75 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q2 2019.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2019, filed 14 Aug 2019.