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Sandy Spring Bank’s Invesco Municipal Trust VKQ Stock Holding History

Sandy Spring Bank’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
2018
Q4 		– Sell
-450
Closed -$5K – 803
2018
Q3 		$5K Buy
+450
New +$5.3K ﹤0.01% 728

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KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
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

Sandy Spring Bank's VKQ Position: Q4 2018 in Review

Sandy Spring Bank sold out of Invesco Municipal Trust (VKQ) in Q4 2018, closing a stake of 450 shares — an estimated $5K sold.

Sandy Spring Bank first reported a position in VKQ in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 89 funds tracked by Wall St. Rank hold VKQ as of Q4 2018.

  • Sandy Spring Bank reported no remaining Invesco Municipal Trust position as of Q4 2018 after selling out during the quarter.
  • Sandy Spring Bank sold 450 Invesco Municipal Trust shares in Q4 2018, an estimated $5K.
  • Sandy Spring Bank first reported a position in Invesco Municipal Trust in Q3 2018 and held it in 1 quarter.
  • Sandy Spring Bank's Invesco Municipal Trust position peaked at $5K in Q3 2018.
  • 89 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q4 2018.

Based on Sandy Spring Bank's 13F filing for Q4 2018, filed 8 Feb 2019.