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OTA Financial Group’s Invesco Municipal Trust VKQ Stock Holding History

OTA Financial 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
2020
Q4 		– Sell
-26,702
Closed -$320K – 81
2020
Q3 		$320K Buy
+26,702
New +$328K 0.3% 42
2014
Q1 		– Sell
-24,382
Closed -$282 – 112
2013
Q4 		$282 Buy
+24,382
New +$279K 0.18% 68
2013
Q3 		– Sell
-22,607
Closed -$285K – 107
2013
Q2 		$285K Buy
+22,607
New +$309K 0.13% 71

Other funds holding VKQ

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

OTA Financial Group's VKQ Position: Q4 2020 in Review

OTA Financial Group sold out of Invesco Municipal Trust (VKQ) in Q4 2020, closing a stake of 26,702 shares — an estimated $320K sold.

OTA Financial Group first reported a position in VKQ in Q2 2013 and held it in 3 quarters. The position peaked at $320K in Q3 2020. 88 funds tracked by Wall St. Rank hold VKQ as of Q4 2020.

  • OTA Financial Group reported no remaining Invesco Municipal Trust position as of Q4 2020 after selling out during the quarter.
  • OTA Financial Group sold 26,702 Invesco Municipal Trust shares in Q4 2020, an estimated $320K.
  • OTA Financial Group first reported a position in Invesco Municipal Trust in Q2 2013 and held it in 3 quarters.
  • OTA Financial Group's Invesco Municipal Trust position peaked at $320K in Q3 2020.
  • 88 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q4 2020.

Based on OTA Financial Group's 13F filing for Q4 2020, filed 20 Jan 2021.