VWA
VFL

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

V 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
2017
Q3 		– Sell
-1,000
Closed -$13K – 689
2017
Q2 		$13K Buy
+1,000
New +$13.3K 0.01% 525

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $2.05B AUM 30.99% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

V Wealth Advisors's VFL Position: Q3 2017 in Review

V Wealth Advisors sold out of abrdn National Municipal Income Fund (VFL) in Q3 2017, closing a stake of 1,000 shares — an estimated $13K sold.

V Wealth Advisors first reported a position in VFL in Q2 2017 and held it in 1 quarter. The position peaked at $13K in Q2 2017. 22 funds tracked by Wall St. Rank hold VFL as of Q3 2017.

  • V Wealth Advisors reported no remaining abrdn National Municipal Income Fund position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 1,000 abrdn National Municipal Income Fund shares in Q3 2017, an estimated $13K.
  • V Wealth Advisors first reported a position in abrdn National Municipal Income Fund in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's abrdn National Municipal Income Fund position peaked at $13K in Q2 2017.
  • 22 funds tracked by Wall St. Rank held abrdn National Municipal Income Fund as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.