AFP
VMO icon

Ausdal Financial Partners’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Ausdal Financial Partners’s Portfolio VMO Stock Details VMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-2,068
Closed -$27K – 1005
2015
Q4 		$27K Buy
+2,068
New +$26.5K 0.01% 631

Other funds holding VMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
NVIM
New Vernon Investment Management Highland Park, Illinois $94.2M AUM 4.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Ausdal Financial Partners's VMO Position: Q1 2016 in Review

Ausdal Financial Partners sold out of Invesco Municipal Opportunity Trust (VMO) in Q1 2016, closing a stake of 2,068 shares — an estimated $27K sold.

Ausdal Financial Partners first reported a position in VMO in Q4 2015 and held it in 1 quarter. The position peaked at $27K in Q4 2015. 71 funds tracked by Wall St. Rank hold VMO as of Q1 2016.

  • Ausdal Financial Partners reported no remaining Invesco Municipal Opportunity Trust position as of Q1 2016 after selling out during the quarter.
  • Ausdal Financial Partners sold 2,068 Invesco Municipal Opportunity Trust shares in Q1 2016, an estimated $27K.
  • Ausdal Financial Partners first reported a position in Invesco Municipal Opportunity Trust in Q4 2015 and held it in 1 quarter.
  • Ausdal Financial Partners's Invesco Municipal Opportunity Trust position peaked at $27K in Q4 2015.
  • 71 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2016.

Based on Ausdal Financial Partners's 13F filing for Q1 2016, filed 5 May 2016.