TWA
VFL

TCI Wealth Advisors’s abrdn National Municipal Income Fund VFL Stock Holding History

TCI Wealth Advisors’s Portfolio VFL Stock Details VFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-627
Closed -$6.69K – 2158
2023
Q1 		$6.69K Buy
+627
New +$6.7K ﹤0.01% 1329

Other funds holding VFL

MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

TCI Wealth Advisors's VFL Position: Q2 2023 in Review

TCI Wealth Advisors sold out of abrdn National Municipal Income Fund (VFL) in Q2 2023, closing a stake of 627 shares — an estimated $6.69K sold.

TCI Wealth Advisors first reported a position in VFL in Q1 2023 and held it in 1 quarter. The position peaked at $6.69K in Q1 2023. 41 funds tracked by Wall St. Rank hold VFL as of Q2 2023.

  • TCI Wealth Advisors reported no remaining abrdn National Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 627 abrdn National Municipal Income Fund shares in Q2 2023, an estimated $6.69K.
  • TCI Wealth Advisors first reported a position in abrdn National Municipal Income Fund in Q1 2023 and held it in 1 quarter.
  • TCI Wealth Advisors's abrdn National Municipal Income Fund position peaked at $6.69K in Q1 2023.
  • 41 funds tracked by Wall St. Rank held abrdn National Municipal Income Fund as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.