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United Capital Financial Advisors’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

United Capital Financial Advisors’s Portfolio VGM Stock Details VGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-17,725
Closed -$228K – 1431
2019
Q3 		$228K Buy
+17,725
New +$229K ﹤0.01% 1153

Other funds holding VGM

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

United Capital Financial Advisors's VGM Position: Q4 2019 in Review

United Capital Financial Advisors sold out of Invesco Trust Investment Grade Municipals (VGM) in Q4 2019, closing a stake of 17,725 shares — an estimated $228K sold.

United Capital Financial Advisors first reported a position in VGM in Q3 2019 and held it in 1 quarter. The position peaked at $228K in Q3 2019. 79 funds tracked by Wall St. Rank hold VGM as of Q4 2019.

  • United Capital Financial Advisors reported no remaining Invesco Trust Investment Grade Municipals position as of Q4 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 17,725 Invesco Trust Investment Grade Municipals shares in Q4 2019, an estimated $228K.
  • United Capital Financial Advisors first reported a position in Invesco Trust Investment Grade Municipals in Q3 2019 and held it in 1 quarter.
  • United Capital Financial Advisors's Invesco Trust Investment Grade Municipals position peaked at $228K in Q3 2019.
  • 79 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q4 2019.

Based on United Capital Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.