SeaCrest Wealth Management’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

SeaCrest Wealth Management’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
2019 Q2	–	Sell	-1,510	Closed	-$19K	–	1794
2019 Q1	$19K	Hold	1,510	–	–	﹤0.01%	1316
2018 Q4	$17K	Hold	1,510	–	–	﹤0.01%	1308
2018 Q3	$18K	Hold	1,510	–	–	﹤0.01%	1432
2018 Q2	$19K	Hold	1,510	–	–	﹤0.01%	1388
2018 Q1	$18K	Sell	1,510 -1,875	-55%	-$23.7K	﹤0.01%	1375
2017 Q4	$45K	Buy	+3,385	New	+$44.8K	0.01%	1011

Other funds holding VGM

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return