OIA
VCF

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

OneDigital 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
2019
Q3 		– Sell
-383
Closed -$6K – 1316
2019
Q2 		$6K Buy
+383
New +$5.52K ﹤0.01% 1035

Other funds holding VCF

WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

OneDigital Investment Advisors's VCF Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Delaware Investments Colorado Municipal Income Fund (VCF) in Q3 2019, closing a stake of 383 shares — an estimated $6K sold.

OneDigital Investment Advisors first reported a position in VCF in Q2 2019 and held it in 1 quarter. The position peaked at $6K in Q2 2019. 17 funds tracked by Wall St. Rank hold VCF as of Q3 2019.

  • OneDigital Investment Advisors reported no remaining Delaware Investments Colorado Municipal Income Fund position as of Q3 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 383 Delaware Investments Colorado Municipal Income Fund shares in Q3 2019, an estimated $6K.
  • OneDigital Investment Advisors first reported a position in Delaware Investments Colorado Municipal Income Fund in Q2 2019 and held it in 1 quarter.
  • OneDigital Investment Advisors's Delaware Investments Colorado Municipal Income Fund position peaked at $6K in Q2 2019.
  • 17 funds tracked by Wall St. Rank held Delaware Investments Colorado Municipal Income Fund as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.