V Wealth Advisors’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

V Wealth 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
2017 Q3	–	Sell	-1,300	Closed	-$17K	–	690
2017 Q2	$17K	Buy	+1,300	New	+$17.2K	0.01%	485

Other funds holding VGM

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

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

V Wealth Advisors sold out of Invesco Trust Investment Grade Municipals (VGM) in Q3 2017, closing a stake of 1,300 shares — an estimated $17K sold.

V Wealth Advisors first reported a position in VGM in Q2 2017 and held it in 1 quarter. The position peaked at $17K in Q2 2017. 74 funds tracked by Wall St. Rank hold VGM as of Q3 2017.

V Wealth Advisors reported no remaining Invesco Trust Investment Grade Municipals position as of Q3 2017 after selling out during the quarter.
V Wealth Advisors sold 1,300 Invesco Trust Investment Grade Municipals shares in Q3 2017, an estimated $17K.
V Wealth Advisors first reported a position in Invesco Trust Investment Grade Municipals in Q2 2017 and held it in 1 quarter.
V Wealth Advisors's Invesco Trust Investment Grade Municipals position peaked at $17K in Q2 2017.
74 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q3 2017.

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