PMFA
IQI icon

Plante Moran Financial Advisors’s Invesco Quality Municipal Securities IQI Stock Holding History

Plante Moran Financial Advisors’s Portfolio IQI Stock Details IQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-200
Closed -$2K – 897
2018
Q1 		$2K Hold
200
– – ﹤0.01% 841
2017
Q4 		$3K Buy
+200
New +$2.5K ﹤0.01% 754

Other funds holding IQI

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CSA
Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 1-Year Est. Return

Plante Moran Financial Advisors's IQI Position: Q2 2018 in Review

Plante Moran Financial Advisors sold out of Invesco Quality Municipal Securities (IQI) in Q2 2018, closing a stake of 200 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in IQI in Q4 2017 and held it in 2 quarters. The position peaked at $3K in Q4 2017. 80 funds tracked by Wall St. Rank hold IQI as of Q2 2018.

  • Plante Moran Financial Advisors reported no remaining Invesco Quality Municipal Securities position as of Q2 2018 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 200 Invesco Quality Municipal Securities shares in Q2 2018, an estimated $2K.
  • Plante Moran Financial Advisors first reported a position in Invesco Quality Municipal Securities in Q4 2017 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Invesco Quality Municipal Securities position peaked at $3K in Q4 2017.
  • 80 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q2 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2018, filed 26 Jul 2018.