SG
VGM icon

Strid Group’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Strid Group’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
2017
Q4 		– Sell
-15,000
Closed -$201K – 34
2017
Q3 		$201K Hold
15,000
– – 0.08% 26
2017
Q2 		$201K Buy
+15,000
New +$198K 0.09% 26
2016
Q4 		$191K Hold
15,000
– – 0.08% 29
2016
Q3 		$212K Hold
15,000
– – 0.1% 23
2016
Q2 		$223K Hold
15,000
– – 0.09% 36
2016
Q1 		$210K Hold
15,000
– – 0.14% 33
2015
Q4 		$200K Buy
+15,000
New +$197K 0.08% 41

Other funds holding VGM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NCMW
Northern Capital Management (Wisconsin) Madison, Wisconsin $373M AUM 11.01% 1-Year Est. Return