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Wealthfront’s Invesco Advantage Municipal Income Trust II VKI Stock Holding History

Wealthfront’s Portfolio VKI Stock Details VKI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-100
Closed -$1K – 1394
2015
Q1 		$1K Buy
+100
New +$1.18K ﹤0.01% 1147

Other funds holding VKI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LSA
Liberty Street Advisors New York $41.4M AUM 34.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

Wealthfront's VKI Position: Q2 2015 in Review

Wealthfront sold out of Invesco Advantage Municipal Income Trust II (VKI) in Q2 2015, closing a stake of 100 shares — an estimated $1K sold.

Wealthfront first reported a position in VKI in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 52 funds tracked by Wall St. Rank hold VKI as of Q2 2015.

  • Wealthfront reported no remaining Invesco Advantage Municipal Income Trust II position as of Q2 2015 after selling out during the quarter.
  • Wealthfront sold 100 Invesco Advantage Municipal Income Trust II shares in Q2 2015, an estimated $1K.
  • Wealthfront first reported a position in Invesco Advantage Municipal Income Trust II in Q1 2015 and held it in 1 quarter.
  • Wealthfront's Invesco Advantage Municipal Income Trust II position peaked at $1K in Q1 2015.
  • 52 funds tracked by Wall St. Rank held Invesco Advantage Municipal Income Trust II as of Q2 2015.

Based on Wealthfront's 13F filing for Q2 2015, filed 18 Aug 2015.