United Capital Financial Advisors’s Invesco Municipal Trust VKQ Stock Holding History

United Capital Financial Advisors’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	-47,720	Closed	-$561K	–	1235
2020 Q2	$561K	Sell	47,720 -4,227	-8%	-$48.8K	﹤0.01%	829
2020 Q1	$608K	Sell	51,947 -10,232	-16%	-$127K	0.01%	758
2019 Q4	$769K	Sell	62,179 -18,586	-23%	-$230K	0.01%	867
2019 Q3	$1.02M	Buy	80,765 +21,480	+36%	+$271K	0.01%	747
2019 Q2	$730K	Buy	59,285 +12,672	+27%	+$154K	﹤0.01%	912
2019 Q1	$562K	Buy	46,613 +15,641	+51%	+$184K	﹤0.01%	944
2018 Q4	$345K	Buy	30,972 +520	+2%	+$5.78K	﹤0.01%	1025
2018 Q3	$351K	Buy	30,452 +12,838	+73%	+$151K	﹤0.01%	1053
2018 Q2	$208K	Buy	+17,614	New	+$207K	﹤0.01%	1215

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

United Capital Financial Advisors's VKQ Position: Q3 2020 in Review

United Capital Financial Advisors sold out of Invesco Municipal Trust (VKQ) in Q3 2020, closing a stake of 47,720 shares — an estimated $561K sold.

United Capital Financial Advisors first reported a position in VKQ in Q2 2018 and held it in 9 quarters. The position peaked at $1.02M in Q3 2019. 87 funds tracked by Wall St. Rank hold VKQ as of Q3 2020.

United Capital Financial Advisors reported no remaining Invesco Municipal Trust position as of Q3 2020 after selling out during the quarter.
United Capital Financial Advisors sold 47,720 Invesco Municipal Trust shares in Q3 2020, an estimated $561K.
United Capital Financial Advisors first reported a position in Invesco Municipal Trust in Q2 2018 and held it in 9 quarters.
United Capital Financial Advisors's Invesco Municipal Trust position peaked at $1.02M in Q3 2019.
87 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q3 2020.

Based on United Capital Financial Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.