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Merriman Wealth Management’s Invesco Advantage Municipal Income Trust II VKI Stock Holding History

Merriman Wealth Management’s Portfolio VKI Stock Details VKI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-18,653
Closed -$190K – 230
2018
Q4 		$190K Buy
+18,653
New +$187K 0.04% 153

Other funds holding VKI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
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

Merriman Wealth Management's VKI Position: Q1 2019 in Review

Merriman Wealth Management sold out of Invesco Advantage Municipal Income Trust II (VKI) in Q1 2019, closing a stake of 18,653 shares — an estimated $190K sold.

Merriman Wealth Management first reported a position in VKI in Q4 2018 and held it in 1 quarter. The position peaked at $190K in Q4 2018. 59 funds tracked by Wall St. Rank hold VKI as of Q1 2019.

  • Merriman Wealth Management reported no remaining Invesco Advantage Municipal Income Trust II position as of Q1 2019 after selling out during the quarter.
  • Merriman Wealth Management sold 18,653 Invesco Advantage Municipal Income Trust II shares in Q1 2019, an estimated $190K.
  • Merriman Wealth Management first reported a position in Invesco Advantage Municipal Income Trust II in Q4 2018 and held it in 1 quarter.
  • Merriman Wealth Management's Invesco Advantage Municipal Income Trust II position peaked at $190K in Q4 2018.
  • 59 funds tracked by Wall St. Rank held Invesco Advantage Municipal Income Trust II as of Q1 2019.

Based on Merriman Wealth Management's 13F filing for Q1 2019, filed 23 Apr 2019.