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Nachman Norwood & Parrott’s Invesco Quality Municipal Securities IQI Stock Holding History

Nachman Norwood & Parrott’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
2020
Q4 		– Sell
-4,017
Closed -$50K – 633
2020
Q3 		$50K Buy
+4,017
New +$49.7K 0.01% 446

Other funds holding IQI

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Nachman Norwood & Parrott's IQI Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of Invesco Quality Municipal Securities (IQI) in Q4 2020, closing a stake of 4,017 shares — an estimated $50K sold.

Nachman Norwood & Parrott first reported a position in IQI in Q3 2020 and held it in 1 quarter. The position peaked at $50K in Q3 2020. 89 funds tracked by Wall St. Rank hold IQI as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining Invesco Quality Municipal Securities position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 4,017 Invesco Quality Municipal Securities shares in Q4 2020, an estimated $50K.
  • Nachman Norwood & Parrott first reported a position in Invesco Quality Municipal Securities in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's Invesco Quality Municipal Securities position peaked at $50K in Q3 2020.
  • 89 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.