McAdam LLC’s Invesco Municipal Trust VKQ Stock Holding History

McAdam LLC’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
2018 Q2	–	Sell	-141	Closed	-$2K	–	819
2018 Q1	$2K	Buy	+141	New	+$1.69K	﹤0.01%	573

Other funds holding VKQ

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

McAdam LLC's VKQ Position: Q2 2018 in Review

McAdam LLC sold out of Invesco Municipal Trust (VKQ) in Q2 2018, closing a stake of 141 shares — an estimated $2K sold.

McAdam LLC first reported a position in VKQ in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 87 funds tracked by Wall St. Rank hold VKQ as of Q2 2018.

McAdam LLC reported no remaining Invesco Municipal Trust position as of Q2 2018 after selling out during the quarter.
McAdam LLC sold 141 Invesco Municipal Trust shares in Q2 2018, an estimated $2K.
McAdam LLC first reported a position in Invesco Municipal Trust in Q1 2018 and held it in 1 quarter.
McAdam LLC's Invesco Municipal Trust position peaked at $2K in Q1 2018.
87 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2018.

Based on McAdam LLC's 13F filing for Q2 2018, filed 22 Aug 2018.