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Monetary Management Group’s Invesco Quality Municipal Securities IQI Stock Holding History

Monetary Management Group’s Portfolio IQI Stock Details IQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-775
Closed -$10K – 308
2017
Q2 		$10K Buy
+775
New +$9.75K ﹤0.01% 296

Other funds holding IQI

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
CSA
Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Monetary Management Group's IQI Position: Q3 2017 in Review

Monetary Management Group sold out of Invesco Quality Municipal Securities (IQI) in Q3 2017, closing a stake of 775 shares — an estimated $10K sold.

Monetary Management Group first reported a position in IQI in Q2 2017 and held it in 1 quarter. The position peaked at $10K in Q2 2017. 67 funds tracked by Wall St. Rank hold IQI as of Q3 2017.

  • Monetary Management Group reported no remaining Invesco Quality Municipal Securities position as of Q3 2017 after selling out during the quarter.
  • Monetary Management Group sold 775 Invesco Quality Municipal Securities shares in Q3 2017, an estimated $10K.
  • Monetary Management Group first reported a position in Invesco Quality Municipal Securities in Q2 2017 and held it in 1 quarter.
  • Monetary Management Group's Invesco Quality Municipal Securities position peaked at $10K in Q2 2017.
  • 67 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q3 2017.

Based on Monetary Management Group's 13F filing for Q3 2017, filed 13 Nov 2017.