THWM
IIM icon

Taylor Hoffman Wealth Management’s Invesco Value Municipal Income Trust IIM Stock Holding History

Taylor Hoffman Wealth Management’s Portfolio IIM Stock Details IIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-4,163
Closed -$56K – 422
2018
Q4 		$56K Hold
4,163
– – 0.05% 168
2018
Q3 		$58K Buy
+4,163
New +$58.9K 0.05% 175

Other funds holding IIM

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
DLG
Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Taylor Hoffman Wealth Management's IIM Position: Q1 2019 in Review

Taylor Hoffman Wealth Management sold out of Invesco Value Municipal Income Trust (IIM) in Q1 2019, closing a stake of 4,163 shares — an estimated $56K sold.

Taylor Hoffman Wealth Management first reported a position in IIM in Q3 2018 and held it in 2 quarters. The position peaked at $58K in Q3 2018. 86 funds tracked by Wall St. Rank hold IIM as of Q1 2019.

  • Taylor Hoffman Wealth Management reported no remaining Invesco Value Municipal Income Trust position as of Q1 2019 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 4,163 Invesco Value Municipal Income Trust shares in Q1 2019, an estimated $56K.
  • Taylor Hoffman Wealth Management first reported a position in Invesco Value Municipal Income Trust in Q3 2018 and held it in 2 quarters.
  • Taylor Hoffman Wealth Management's Invesco Value Municipal Income Trust position peaked at $58K in Q3 2018.
  • 86 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q1 2019.

Based on Taylor Hoffman Wealth Management's 13F filing for Q1 2019, filed 9 May 2019.