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Merrion Investment Management’s Invesco Municipal Trust VKQ Stock Holding History

Merrion Investment 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
2021
Q1 		– Sell
-400
Closed -$5K – 233
2020
Q4 		$5K Buy
+400
New +$4.97K ﹤0.01% 204

Other funds holding VKQ

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Merrion Investment Management's VKQ Position: Q1 2021 in Review

Merrion Investment Management sold out of Invesco Municipal Trust (VKQ) in Q1 2021, closing a stake of 400 shares — an estimated $5K sold.

Merrion Investment Management first reported a position in VKQ in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 83 funds tracked by Wall St. Rank hold VKQ as of Q1 2021.

  • Merrion Investment Management reported no remaining Invesco Municipal Trust position as of Q1 2021 after selling out during the quarter.
  • Merrion Investment Management sold 400 Invesco Municipal Trust shares in Q1 2021, an estimated $5K.
  • Merrion Investment Management first reported a position in Invesco Municipal Trust in Q4 2020 and held it in 1 quarter.
  • Merrion Investment Management's Invesco Municipal Trust position peaked at $5K in Q4 2020.
  • 83 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2021.

Based on Merrion Investment Management's 13F filing for Q1 2021, filed 29 Apr 2021.