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Washington Trust Advisors’s Invesco Municipal Trust VKQ Stock Holding History

Washington Trust 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
2022
Q3 		– Sell
-11,300
Closed -$115K – 939
2022
Q2 		$115K Hold
11,300
– – 0.01% 271
2022
Q1 		$130K Hold
11,300
– – 0.01% 299
2021
Q4 		$152K Buy
+11,300
New +$151K 0.01% 294

Other funds holding VKQ

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Washington Trust Advisors's VKQ Position: Q3 2022 in Review

Washington Trust Advisors sold out of Invesco Municipal Trust (VKQ) in Q3 2022, closing a stake of 11,300 shares — an estimated $115K sold.

Washington Trust Advisors first reported a position in VKQ in Q4 2021 and held it in 3 quarters. The position peaked at $152K in Q4 2021. 89 funds tracked by Wall St. Rank hold VKQ as of Q3 2022.

  • Washington Trust Advisors reported no remaining Invesco Municipal Trust position as of Q3 2022 after selling out during the quarter.
  • Washington Trust Advisors sold 11,300 Invesco Municipal Trust shares in Q3 2022, an estimated $115K.
  • Washington Trust Advisors first reported a position in Invesco Municipal Trust in Q4 2021 and held it in 3 quarters.
  • Washington Trust Advisors's Invesco Municipal Trust position peaked at $152K in Q4 2021.
  • 89 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q3 2022.

Based on Washington Trust Advisors's 13F filing for Q3 2022, filed 14 Oct 2022.