Taylor Hoffman Wealth Management’s Invesco Municipal Trust VKQ Stock Holding History

Taylor Hoffman Wealth Management’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
2020 Q3	–	Sell	-500	Closed	-$6K	–	349
2020 Q2	$6K	Buy	+500	New	+$5.78K	﹤0.01%	321
2020 Q1	–	Sell	-500	Closed	-$6K	–	369
2019 Q4	$6K	Hold	500	–	–	﹤0.01%	348
2019 Q3	$6K	Hold	500	–	–	﹤0.01%	342
2019 Q2	$6K	Hold	500	–	–	﹤0.01%	325
2019 Q1	$6K	Hold	500	–	–	﹤0.01%	321
2018 Q4	$6K	Hold	500	–	–	0.01%	312
2018 Q3	$6K	Hold	500	–	–	﹤0.01%	315
2018 Q2	$6K	Hold	500	–	–	0.01%	299
2018 Q1	$6K	Hold	500	–	–	0.01%	317
2017 Q4	$6K	Buy	+500	New	+$6.25K	0.01%	325

Other funds holding VKQ

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

SIA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PPA

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

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

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

Taylor Hoffman Wealth Management's VKQ Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Invesco Municipal Trust (VKQ) in Q3 2020, closing a stake of 500 shares — an estimated $6K sold.

Taylor Hoffman Wealth Management first reported a position in VKQ in Q4 2017 and held it in 10 quarters. The position peaked at $6K in Q2 2020. 87 funds tracked by Wall St. Rank hold VKQ as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Invesco Municipal Trust position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 500 Invesco Municipal Trust shares in Q3 2020, an estimated $6K.
Taylor Hoffman Wealth Management first reported a position in Invesco Municipal Trust in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's Invesco Municipal Trust position peaked at $6K in Q2 2020.
87 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.