Mosaic Family Wealth’s Delaware Investments Colorado Municipal Income Fund VCF Stock Holding History

Mosaic Family Wealth’s Portfolio VCF Stock Details VCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1,500	Closed	-$20.8K	–	733
2018 Q4	$19K	Hold	1,500	–	–	0.01%	430
2018 Q3	$21K	Hold	1,500	–	–	0.01%	434
2018 Q2	$22K	Hold	1,500	–	–	0.01%	456
2018 Q1	$22K	Hold	1,500	–	–	0.01%	422
2017 Q4	$23K	Buy	+1,500	New	+$22.9K	0.01%	432

Other funds holding VCF

WAM

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

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

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

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WKWM

Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mosaic Family Wealth's VCF Position: Q1 2019 in Review

Mosaic Family Wealth sold out of Delaware Investments Colorado Municipal Income Fund (VCF) in Q1 2019, closing a stake of 1,500 shares — an estimated $20.8K sold.

Mosaic Family Wealth first reported a position in VCF in Q4 2017 and held it in 5 quarters. The position peaked at $23K in Q4 2017. 18 funds tracked by Wall St. Rank hold VCF as of Q1 2019.

Mosaic Family Wealth reported no remaining Delaware Investments Colorado Municipal Income Fund position as of Q1 2019 after selling out during the quarter.
Mosaic Family Wealth sold 1,500 Delaware Investments Colorado Municipal Income Fund shares in Q1 2019, an estimated $20.8K.
Mosaic Family Wealth first reported a position in Delaware Investments Colorado Municipal Income Fund in Q4 2017 and held it in 5 quarters.
Mosaic Family Wealth's Delaware Investments Colorado Municipal Income Fund position peaked at $23K in Q4 2017.
18 funds tracked by Wall St. Rank held Delaware Investments Colorado Municipal Income Fund as of Q1 2019.

Based on Mosaic Family Wealth's 13F filing for Q1 2019, filed 14 May 2019.