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Regal Investment Advisors’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Regal Investment Advisors’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
2015
Q4 		– Sell
-1,300
Closed -$16K – 863
2015
Q3 		$16K Buy
+1,300
New +$16.6K ﹤0.01% 611

Other funds holding VGM

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
NVIM
New Vernon Investment Management Highland Park, Illinois $94.2M AUM 4.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Regal Investment Advisors's VGM Position: Q4 2015 in Review

Regal Investment Advisors sold out of Invesco Trust Investment Grade Municipals (VGM) in Q4 2015, closing a stake of 1,300 shares — an estimated $16K sold.

Regal Investment Advisors first reported a position in VGM in Q3 2015 and held it in 1 quarter. The position peaked at $16K in Q3 2015. 74 funds tracked by Wall St. Rank hold VGM as of Q4 2015.

  • Regal Investment Advisors reported no remaining Invesco Trust Investment Grade Municipals position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 1,300 Invesco Trust Investment Grade Municipals shares in Q4 2015, an estimated $16K.
  • Regal Investment Advisors first reported a position in Invesco Trust Investment Grade Municipals in Q3 2015 and held it in 1 quarter.
  • Regal Investment Advisors's Invesco Trust Investment Grade Municipals position peaked at $16K in Q3 2015.
  • 74 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.