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Perkins Coie Trust Company’s Invesco Municipal Trust VKQ Stock Holding History

Perkins Coie Trust Company’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
2023
Q2 		– Sell
-4,200
Closed -$41.7K – 248
2023
Q1 		$41.7K Hold
4,200
– – 0.01% 134
2022
Q4 		$41.6K Hold
4,200
– – 0.01% 128
2022
Q3 		$38K Hold
4,200
– – 0.01% 136
2022
Q2 		$43K Hold
4,200
– – 0.02% 134
2022
Q1 		$48K Sell
4,200
-1,800
-30% -$21.5K 0.01% 136
2021
Q4 		$81K Hold
6,000
– – 0.02% 119
2021
Q3 		$80K Hold
6,000
– – 0.03% 125
2021
Q2 		$82K Buy
+6,000
New +$80.9K 0.03% 126

Other funds holding VKQ

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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

Perkins Coie Trust Company's VKQ Position: Q2 2023 in Review

Perkins Coie Trust Company sold out of Invesco Municipal Trust (VKQ) in Q2 2023, closing a stake of 4,200 shares — an estimated $41.7K sold.

Perkins Coie Trust Company first reported a position in VKQ in Q2 2021 and held it in 8 quarters. The position peaked at $82K in Q2 2021. 81 funds tracked by Wall St. Rank hold VKQ as of Q2 2023.

  • Perkins Coie Trust Company reported no remaining Invesco Municipal Trust position as of Q2 2023 after selling out during the quarter.
  • Perkins Coie Trust Company sold 4,200 Invesco Municipal Trust shares in Q2 2023, an estimated $41.7K.
  • Perkins Coie Trust Company first reported a position in Invesco Municipal Trust in Q2 2021 and held it in 8 quarters.
  • Perkins Coie Trust Company's Invesco Municipal Trust position peaked at $82K in Q2 2021.
  • 81 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2023.

Based on Perkins Coie Trust Company's 13F filing for Q2 2023, filed 14 Jul 2023.