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Merriman Wealth Management’s Invesco Municipal Trust VKQ Stock Holding History

Merriman Wealth Management’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
2019
Q1 		– Sell
-15,000
Closed -$170K – 231
2018
Q4 		$170K Buy
+15,000
New +$167K 0.04% 156

Other funds holding VKQ

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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Merriman Wealth Management sold out of Invesco Municipal Trust (VKQ) in Q1 2019, closing a stake of 15,000 shares — an estimated $170K sold.

Merriman Wealth Management first reported a position in VKQ in Q4 2018 and held it in 1 quarter. The position peaked at $170K in Q4 2018. 83 funds tracked by Wall St. Rank hold VKQ as of Q1 2019.

  • Merriman Wealth Management reported no remaining Invesco Municipal Trust position as of Q1 2019 after selling out during the quarter.
  • Merriman Wealth Management sold 15,000 Invesco Municipal Trust shares in Q1 2019, an estimated $170K.
  • Merriman Wealth Management first reported a position in Invesco Municipal Trust in Q4 2018 and held it in 1 quarter.
  • Merriman Wealth Management's Invesco Municipal Trust position peaked at $170K in Q4 2018.
  • 83 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2019.

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