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Ranch Capital Advisors’s Invesco Municipal Trust VKQ Stock Holding History

Ranch Capital Advisors’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
2021
Q4 		– Sell
-2,100
Closed -$28K – 572
2021
Q3 		$28K Hold
2,100
– – 0.02% 339
2021
Q2 		$28K Hold
2,100
– – 0.02% 418
2021
Q1 		$27K Hold
2,100
– – 0.02% 400
2020
Q4 		$26K Hold
2,100
– – 0.02% 405
2020
Q3 		$25K Sell
2,100
-2,000
-49% -$24.6K 0.02% 400
2020
Q2 		$51K Hold
4,100
– – 0.04% 300
2020
Q1 		$47K Hold
4,100
– – 0.05% 290
2019
Q4 		$51K Buy
+4,100
New +$50.7K 0.04% 334

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ranch Capital Advisors's VKQ Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Invesco Municipal Trust (VKQ) in Q4 2021, closing a stake of 2,100 shares — an estimated $28K sold.

Ranch Capital Advisors first reported a position in VKQ in Q4 2019 and held it in 8 quarters. The position peaked at $51K in Q2 2020. 76 funds tracked by Wall St. Rank hold VKQ as of Q4 2021.

  • Ranch Capital Advisors reported no remaining Invesco Municipal Trust position as of Q4 2021 after selling out during the quarter.
  • Ranch Capital Advisors sold 2,100 Invesco Municipal Trust shares in Q4 2021, an estimated $28K.
  • Ranch Capital Advisors first reported a position in Invesco Municipal Trust in Q4 2019 and held it in 8 quarters.
  • Ranch Capital Advisors's Invesco Municipal Trust position peaked at $51K in Q2 2020.
  • 76 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.