MCIA
VCF

Mountain Capital Investment Advisors’s Delaware Investments Colorado Municipal Income Fund VCF Stock Holding History

Mountain Capital Investment Advisors’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
2017
Q4 		– Sell
-706
Closed -$11K – 518
2017
Q3 		$11K Hold
706
– – 0.01% 264
2017
Q2 		$11K Buy
+706
New +$10.5K 0.01% 295

Other funds holding VCF

WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mountain Capital Investment Advisors's VCF Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Delaware Investments Colorado Municipal Income Fund (VCF) in Q4 2017, closing a stake of 706 shares — an estimated $11K sold.

Mountain Capital Investment Advisors first reported a position in VCF in Q2 2017 and held it in 2 quarters. The position peaked at $11K in Q3 2017. 15 funds tracked by Wall St. Rank hold VCF as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Delaware Investments Colorado Municipal Income Fund position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 706 Delaware Investments Colorado Municipal Income Fund shares in Q4 2017, an estimated $11K.
  • Mountain Capital Investment Advisors first reported a position in Delaware Investments Colorado Municipal Income Fund in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Delaware Investments Colorado Municipal Income Fund position peaked at $11K in Q3 2017.
  • 15 funds tracked by Wall St. Rank held Delaware Investments Colorado Municipal Income Fund as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.