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Regal Investment Advisors’s Invesco Municipal Trust VKQ Stock Holding History

Regal Investment 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
2019
Q1 		– Sell
-27,511
Closed -$306K – 394
2018
Q4 		$306K Sell
27,511
-3,740
-12% -$41.5K 0.07% 241
2018
Q3 		$361K Buy
+31,251
New +$368K 0.08% 220
2017
Q4 		– Sell
-24,669
Closed -$315K – 306
2017
Q3 		$315K Buy
24,669
+2,597
+12% +$33.5K 0.07% 214
2017
Q2 		$283K Buy
22,072
+3,144
+17% +$39.9K 0.07% 215
2017
Q1 		$237K Buy
18,928
+4,847
+34% +$60.5K 0.06% 230
2016
Q4 		$173K Buy
14,081
+905
+7% +$11.4K 0.05% 238
2016
Q3 		$182K Buy
13,176
+1,382
+12% +$19.2K 0.05% 249
2016
Q2 		$168K Buy
+11,794
New +$160K 0.05% 237
2015
Q4 		– Sell
-6,223
Closed -$76K – 866
2015
Q3 		$76K Buy
+6,223
New +$75.4K 0.02% 386

Other funds holding VKQ

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Regal Investment Advisors's VKQ Position: Q1 2019 in Review

Regal Investment Advisors sold out of Invesco Municipal Trust (VKQ) in Q1 2019, closing a stake of 27,511 shares — an estimated $306K sold.

Regal Investment Advisors first reported a position in VKQ in Q3 2015 and held it in 9 quarters. The position peaked at $361K in Q3 2018. 83 funds tracked by Wall St. Rank hold VKQ as of Q1 2019.

  • Regal Investment Advisors reported no remaining Invesco Municipal Trust position as of Q1 2019 after selling out during the quarter.
  • Regal Investment Advisors sold 27,511 Invesco Municipal Trust shares in Q1 2019, an estimated $306K.
  • Regal Investment Advisors first reported a position in Invesco Municipal Trust in Q3 2015 and held it in 9 quarters.
  • Regal Investment Advisors's Invesco Municipal Trust position peaked at $361K in Q3 2018.
  • 83 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2019.

Based on Regal Investment Advisors's 13F filing for Q1 2019, filed 9 May 2019.