Mid Atlantic Financial Management’s Invesco Pennsylvania Value Municipal Income Trust VPV Stock Holding History

Mid Atlantic Financial Management’s Portfolio VPV Stock Details VPV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-10,150	Closed	-$126K	–	773
2019 Q1	$126K	Sell	10,150 -3,700	-27%	-$44.9K	0.01%	667
2018 Q4	$161K	Buy	+13,850	New	+$161K	0.02%	620

Other funds holding VPV

SIA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mid Atlantic Financial Management's VPV Position: Q2 2019 in Review

Mid Atlantic Financial Management sold out of Invesco Pennsylvania Value Municipal Income Trust (VPV) in Q2 2019, closing a stake of 10,150 shares — an estimated $126K sold.

Mid Atlantic Financial Management first reported a position in VPV in Q4 2018 and held it in 2 quarters. The position peaked at $161K in Q4 2018. 35 funds tracked by Wall St. Rank hold VPV as of Q2 2019.

Mid Atlantic Financial Management reported no remaining Invesco Pennsylvania Value Municipal Income Trust position as of Q2 2019 after selling out during the quarter.
Mid Atlantic Financial Management sold 10,150 Invesco Pennsylvania Value Municipal Income Trust shares in Q2 2019, an estimated $126K.
Mid Atlantic Financial Management first reported a position in Invesco Pennsylvania Value Municipal Income Trust in Q4 2018 and held it in 2 quarters.
Mid Atlantic Financial Management's Invesco Pennsylvania Value Municipal Income Trust position peaked at $161K in Q4 2018.
35 funds tracked by Wall St. Rank held Invesco Pennsylvania Value Municipal Income Trust as of Q2 2019.

Based on Mid Atlantic Financial Management's 13F filing for Q2 2019, filed 6 Aug 2019.