ACS
VTA

Archford Capital Strategies’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History

Archford Capital Strategies’s Portfolio VTA Stock Details VTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-19
Closed – – 549
2019
Q2 		$0 Hold
19
– – ﹤0.01% 574
2019
Q1 		$0 Hold
19
– – ﹤0.01% 544
2018
Q4 		$0 Hold
19
– – ﹤0.01% 545
2018
Q3 		$0 Hold
19
– – ﹤0.01% 701
2018
Q2 		$0 Hold
19
– – ﹤0.01% 754
2018
Q1 		$1K Buy
+19
New +$223 ﹤0.01% 630
2017
Q2 		– Sell
-19
Closed – – 676
2017
Q1 		$0 Hold
19
– – ﹤0.01% 776
2016
Q4 		$0 Hold
19
– – ﹤0.01% 773
2016
Q3 		$0 Hold
19
– – ﹤0.01% 740
2016
Q2 		$0 Buy
+19
New +$206 ﹤0.01% 782
2016
Q1 		– Sell
-19
Closed -$1K – 658
2015
Q4 		$1K Hold
19
– – ﹤0.01% 813
2015
Q3 		$0 Hold
19
– – ﹤0.01% 744
2015
Q2 		$0 Hold
19
– – ﹤0.01% 739
2015
Q1 		$227 Hold
19
– – ﹤0.01% 742
2014
Q4 		$0 Hold
19
– – ﹤0.01% 774
2014
Q3 		$0 Hold
19
– – ﹤0.01% 834
2014
Q2 		$246 Hold
19
– – ﹤0.01% 901
2014
Q1 		$246 Buy
+19
New +$246 ﹤0.01% 862

Other funds holding VTA

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HHGC
Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return

Archford Capital Strategies's VTA Position: Q3 2019 in Review

Archford Capital Strategies sold out of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) in Q3 2019, closing a stake of 19 shares.

Archford Capital Strategies first reported a position in VTA in Q1 2014 and held it in 18 quarters. The position peaked at $1K in Q1 2018. 100 funds tracked by Wall St. Rank hold VTA as of Q3 2019.

  • Archford Capital Strategies reported no remaining INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position as of Q3 2019 after selling out during the quarter.
  • Archford Capital Strategies sold 19 INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND shares in Q3 2019.
  • Archford Capital Strategies first reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in Q1 2014 and held it in 18 quarters.
  • Archford Capital Strategies's INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position peaked at $1K in Q1 2018.
  • 100 funds tracked by Wall St. Rank held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.