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Toth Financial Advisory’s Invesco Municipal Trust VKQ Stock Holding History

Toth Financial Advisory’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
Q4 		– Sell
-975
Closed -$12K – 633
2020
Q3 		$12K Hold
975
– – ﹤0.01% 363
2020
Q2 		$11K Buy
+975
New +$11.3K ﹤0.01% 348

Other funds holding VKQ

BI
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GC
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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Toth Financial Advisory's VKQ Position: Q4 2020 in Review

Toth Financial Advisory sold out of Invesco Municipal Trust (VKQ) in Q4 2020, closing a stake of 975 shares — an estimated $12K sold.

Toth Financial Advisory first reported a position in VKQ in Q2 2020 and held it in 2 quarters. The position peaked at $12K in Q3 2020. 88 funds tracked by Wall St. Rank hold VKQ as of Q4 2020.

  • Toth Financial Advisory reported no remaining Invesco Municipal Trust position as of Q4 2020 after selling out during the quarter.
  • Toth Financial Advisory sold 975 Invesco Municipal Trust shares in Q4 2020, an estimated $12K.
  • Toth Financial Advisory first reported a position in Invesco Municipal Trust in Q2 2020 and held it in 2 quarters.
  • Toth Financial Advisory's Invesco Municipal Trust position peaked at $12K in Q3 2020.
  • 88 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q4 2020.

Based on Toth Financial Advisory's 13F filing for Q4 2020, filed 25 Jan 2021.