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Mechanics Financial Corp’s Invesco Municipal Trust VKQ Stock Holding History

Mechanics Financial Corp’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
2024
Q4 		– Sell
-1,766
Closed -$18.1K – 253
2024
Q3 		$18.1K Buy
+1,766
New +$17.8K 0.01% 197

Other funds holding VKQ

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
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
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
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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mechanics Financial Corp's VKQ Position: Q4 2024 in Review

Mechanics Financial Corp sold out of Invesco Municipal Trust (VKQ) in Q4 2024, closing a stake of 1,766 shares — an estimated $18.1K sold.

Mechanics Financial Corp first reported a position in VKQ in Q3 2024 and held it in 1 quarter. The position peaked at $18.1K in Q3 2024. 99 funds tracked by Wall St. Rank hold VKQ as of Q4 2024.

  • Mechanics Financial Corp reported no remaining Invesco Municipal Trust position as of Q4 2024 after selling out during the quarter.
  • Mechanics Financial Corp sold 1,766 Invesco Municipal Trust shares in Q4 2024, an estimated $18.1K.
  • Mechanics Financial Corp first reported a position in Invesco Municipal Trust in Q3 2024 and held it in 1 quarter.
  • Mechanics Financial Corp's Invesco Municipal Trust position peaked at $18.1K in Q3 2024.
  • 99 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q4 2024.

Based on Mechanics Financial Corp's 13F filing for Q4 2024, filed 12 Feb 2025.