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Newbridge Financial Services Group’s Invesco Municipal Trust VKQ Stock Holding History

Newbridge Financial Services Group’s Portfolio VKQ Stock Details VKQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,406
Closed -$33K – 1617
2021
Q2 		$33K Hold
2,406
– – 0.02% 585
2021
Q1 		$32K Hold
2,406
– – 0.02% 557
2020
Q4 		$31K Hold
2,406
– – 0.03% 441
2020
Q3 		$29K Buy
+2,406
New +$29.5K 0.03% 420

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GC
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Newbridge Financial Services Group's VKQ Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of Invesco Municipal Trust (VKQ) in Q3 2021, closing a stake of 2,406 shares — an estimated $33K sold.

Newbridge Financial Services Group first reported a position in VKQ in Q3 2020 and held it in 4 quarters. The position peaked at $33K in Q2 2021. 78 funds tracked by Wall St. Rank hold VKQ as of Q3 2021.

  • Newbridge Financial Services Group reported no remaining Invesco Municipal Trust position as of Q3 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 2,406 Invesco Municipal Trust shares in Q3 2021, an estimated $33K.
  • Newbridge Financial Services Group first reported a position in Invesco Municipal Trust in Q3 2020 and held it in 4 quarters.
  • Newbridge Financial Services Group's Invesco Municipal Trust position peaked at $33K in Q2 2021.
  • 78 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.