People's United Financial’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

People's United Financial’s Portfolio VGM Stock Details VGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,000	Closed	-$13K	–	916
2017 Q2	$13K	Hold	1,000	–	–	﹤0.01%	889
2017 Q1	$13K	Hold	1,000	–	–	﹤0.01%	868
2016 Q4	$13K	Hold	1,000	–	–	﹤0.01%	848
2016 Q3	$14K	Hold	1,000	–	–	﹤0.01%	707
2016 Q2	$15K	Hold	1,000	–	–	﹤0.01%	699
2016 Q1	$14K	Hold	1,000	–	–	﹤0.01%	685
2015 Q4	$13K	Hold	1,000	–	–	﹤0.01%	697
2015 Q3	$13K	Hold	1,000	–	–	﹤0.01%	686
2015 Q2	$13K	Hold	1,000	–	–	﹤0.01%	674
2015 Q1	$13K	Hold	1,000	–	–	﹤0.01%	670
2014 Q4	$13K	Hold	1,000	–	–	﹤0.01%	678
2014 Q3	$13K	Hold	1,000	–	–	﹤0.01%	667
2014 Q2	$13K	Hold	1,000	–	–	﹤0.01%	680
2014 Q1	$13K	Hold	1,000	–	–	﹤0.01%	653
2013 Q4	$12K	Hold	1,000	–	–	﹤0.01%	655
2013 Q3	$12K	Hold	1,000	–	–	﹤0.01%	656
2013 Q2	$14K	Buy	+1,000	New	+$14.5K	﹤0.01%	609

Other funds holding VGM

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

People's United Financial's VGM Position: Q3 2017 in Review

People's United Financial sold out of Invesco Trust Investment Grade Municipals (VGM) in Q3 2017, closing a stake of 1,000 shares — an estimated $13K sold.

People's United Financial first reported a position in VGM in Q2 2013 and held it in 17 quarters. The position peaked at $15K in Q2 2016. 74 funds tracked by Wall St. Rank hold VGM as of Q3 2017.

People's United Financial reported no remaining Invesco Trust Investment Grade Municipals position as of Q3 2017 after selling out during the quarter.
People's United Financial sold 1,000 Invesco Trust Investment Grade Municipals shares in Q3 2017, an estimated $13K.
People's United Financial first reported a position in Invesco Trust Investment Grade Municipals in Q2 2013 and held it in 17 quarters.
People's United Financial's Invesco Trust Investment Grade Municipals position peaked at $15K in Q2 2016.
74 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q3 2017.

Based on People's United Financial's 13F filing for Q3 2017, filed 13 Nov 2017.