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MinichMacGregor Wealth Management’s Invesco Senior Income Trust VVR Stock Holding History

MinichMacGregor Wealth Management’s Portfolio VVR Stock Details VVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-12,000
Closed -$54K – 114
2018
Q4 		$54K Buy
+12,000
New +$49.5K 0.04% 90

Other funds holding VVR

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
RCA
Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MinichMacGregor Wealth Management's VVR Position: Q1 2019 in Review

MinichMacGregor Wealth Management sold out of Invesco Senior Income Trust (VVR) in Q1 2019, closing a stake of 12,000 shares — an estimated $54K sold.

MinichMacGregor Wealth Management first reported a position in VVR in Q4 2018 and held it in 1 quarter. The position peaked at $54K in Q4 2018. 113 funds tracked by Wall St. Rank hold VVR as of Q1 2019.

  • MinichMacGregor Wealth Management reported no remaining Invesco Senior Income Trust position as of Q1 2019 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 12,000 Invesco Senior Income Trust shares in Q1 2019, an estimated $54K.
  • MinichMacGregor Wealth Management first reported a position in Invesco Senior Income Trust in Q4 2018 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Invesco Senior Income Trust position peaked at $54K in Q4 2018.
  • 113 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q1 2019.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2019, filed 16 Apr 2019.