WFG Advisors’s Invesco Municipal Trust VKQ Stock Holding History

WFG 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
2013 Q3	–	Sell	-456	Closed	-$6K	–	2261
2013 Q2	$6K	Buy	+456	New	+$6.23K	﹤0.01%	1620

Other funds holding VKQ

FTCM

Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WFG Advisors's VKQ Position: Q3 2013 in Review

WFG Advisors sold out of Invesco Municipal Trust (VKQ) in Q3 2013, closing a stake of 456 shares — an estimated $6K sold.

WFG Advisors first reported a position in VKQ in Q2 2013 and held it in 1 quarter. The position peaked at $6K in Q2 2013. 51 funds tracked by Wall St. Rank hold VKQ as of Q3 2013.

WFG Advisors reported no remaining Invesco Municipal Trust position as of Q3 2013 after selling out during the quarter.
WFG Advisors sold 456 Invesco Municipal Trust shares in Q3 2013, an estimated $6K.
WFG Advisors first reported a position in Invesco Municipal Trust in Q2 2013 and held it in 1 quarter.
WFG Advisors's Invesco Municipal Trust position peaked at $6K in Q2 2013.
51 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q3 2013.

Based on WFG Advisors's 13F filing for Q3 2013, filed 31 Oct 2013.