Merriman Wealth Management’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Merriman Wealth 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
2019 Q3	–	Sell	-21,584	Closed	-$2.72K	–	198
2019 Q2	$2.72K	Sell	21,584 -6,000	-22%	-$74.3K	0.05%	156
2019 Q1	$342K	Sell	27,584 -13,847	-33%	-$168K	0.06%	155
2018 Q4	$485K	Buy	+41,431	New	+$473K	0.1%	92

Other funds holding VGM

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return