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

WFG 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
2015
Q1 		– Sell
-43
Closed -$1K – 2095
2014
Q4 		$1K Hold
43
– – ﹤0.01% 1999
2014
Q3 		$1K Hold
43
– – ﹤0.01% 2015
2014
Q2 		$1K Hold
43
– – ﹤0.01% 1928
2014
Q1 		$1K Buy
+43
New +$546 ﹤0.01% 1919

Other funds holding VGM

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
NVIM
New Vernon Investment Management Highland Park, Illinois $81.7M AUM 8.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LSA
Liberty Street Advisors New York $507M AUM 59.45% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

WFG Advisors's VGM Position: Q1 2015 in Review

WFG Advisors sold out of Invesco Trust Investment Grade Municipals (VGM) in Q1 2015, closing a stake of 43 shares — an estimated $1K sold.

WFG Advisors first reported a position in VGM in Q1 2014 and held it in 4 quarters. The position peaked at $1K in Q4 2014. 66 funds tracked by Wall St. Rank hold VGM as of Q1 2015.

  • WFG Advisors reported no remaining Invesco Trust Investment Grade Municipals position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 43 Invesco Trust Investment Grade Municipals shares in Q1 2015, an estimated $1K.
  • WFG Advisors first reported a position in Invesco Trust Investment Grade Municipals in Q1 2014 and held it in 4 quarters.
  • WFG Advisors's Invesco Trust Investment Grade Municipals position peaked at $1K in Q4 2014.
  • 66 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.