Tiedemann Advisors’s Invesco Senior Income Trust VVR Stock Holding History

Tiedemann Advisors’s Portfolio VVR Stock Details VVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-151,079	Closed	-$654K	–	342
2017 Q3	$654K	Sell	151,079 -7,115	-4%	-$31.9K	0.06%	184
2017 Q2	$721K	Buy	158,194 +2,356	+2%	+$10.9K	0.05%	263
2017 Q1	$722K	Buy	+155,838	New	+$726K	0.06%	220

Other funds holding VVR

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RCM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RCA

Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Tiedemann Advisors's VVR Position: Q4 2017 in Review

Tiedemann Advisors sold out of Invesco Senior Income Trust (VVR) in Q4 2017, closing a stake of 151,079 shares — an estimated $654K sold.

Tiedemann Advisors first reported a position in VVR in Q1 2017 and held it in 3 quarters. The position peaked at $722K in Q1 2017. 103 funds tracked by Wall St. Rank hold VVR as of Q4 2017.

Tiedemann Advisors reported no remaining Invesco Senior Income Trust position as of Q4 2017 after selling out during the quarter.
Tiedemann Advisors sold 151,079 Invesco Senior Income Trust shares in Q4 2017, an estimated $654K.
Tiedemann Advisors first reported a position in Invesco Senior Income Trust in Q1 2017 and held it in 3 quarters.
Tiedemann Advisors's Invesco Senior Income Trust position peaked at $722K in Q1 2017.
103 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q4 2017.

Based on Tiedemann Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.