Shine Investment Advisory Services’s Delaware Investments Colorado Municipal Income Fund VCF Stock Holding History

Shine Investment Advisory Services’s Portfolio VCF Stock Details VCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-3,512	Closed	-$52K	–	766
2019 Q2	$52K	Buy	3,512 +12	+0.3%	+$173	0.02%	294
2019 Q1	$50K	Hold	3,500	–	–	0.02%	302
2018 Q4	$45K	Buy	+3,500	New	+$47.8K	0.02%	302

Other funds holding VCF

WAM

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

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

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WKWM

Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

Shine Investment Advisory Services's VCF Position: Q3 2019 in Review

Shine Investment Advisory Services sold out of Delaware Investments Colorado Municipal Income Fund (VCF) in Q3 2019, closing a stake of 3,512 shares — an estimated $52K sold.

Shine Investment Advisory Services first reported a position in VCF in Q4 2018 and held it in 3 quarters. The position peaked at $52K in Q2 2019. 17 funds tracked by Wall St. Rank hold VCF as of Q3 2019.

Shine Investment Advisory Services reported no remaining Delaware Investments Colorado Municipal Income Fund position as of Q3 2019 after selling out during the quarter.
Shine Investment Advisory Services sold 3,512 Delaware Investments Colorado Municipal Income Fund shares in Q3 2019, an estimated $52K.
Shine Investment Advisory Services first reported a position in Delaware Investments Colorado Municipal Income Fund in Q4 2018 and held it in 3 quarters.
Shine Investment Advisory Services's Delaware Investments Colorado Municipal Income Fund position peaked at $52K in Q2 2019.
17 funds tracked by Wall St. Rank held Delaware Investments Colorado Municipal Income Fund as of Q3 2019.

Based on Shine Investment Advisory Services's 13F filing for Q3 2019, filed 29 Oct 2019.