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Wealthspire Advisors (Maryland)’s Invesco Senior Income Trust VVR Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio VVR Stock Details VVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,500
Closed -$11K – 2575
2018
Q3 		$11K Hold
2,500
– – ﹤0.01% 1496
2018
Q2 		$11K Hold
2,500
– – ﹤0.01% 1513
2018
Q1 		$11K Buy
+2,500
New +$11.1K ﹤0.01% 1545

Other funds holding VVR

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RCA
Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VVR Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Invesco Senior Income Trust (VVR) in Q4 2018, closing a stake of 2,500 shares — an estimated $11K sold.

Wealthspire Advisors (Maryland) first reported a position in VVR in Q1 2018 and held it in 3 quarters. The position peaked at $11K in Q3 2018. 116 funds tracked by Wall St. Rank hold VVR as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Invesco Senior Income Trust position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,500 Invesco Senior Income Trust shares in Q4 2018, an estimated $11K.
  • Wealthspire Advisors (Maryland) first reported a position in Invesco Senior Income Trust in Q1 2018 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s Invesco Senior Income Trust position peaked at $11K in Q3 2018.
  • 116 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.