AIM
VTA

Axiom Investment Management’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History

Axiom Investment Management’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
-14,053
Closed -$160K – 452
2019
Q2 		$160K Buy
14,053
+2,989
+27% +$33.2K 0.03% 368
2019
Q1 		$122K Buy
+11,064
New +$120K 0.02% 374

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

Axiom Investment Management's VTA Position: Q3 2019 in Review

Axiom Investment Management sold out of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) in Q3 2019, closing a stake of 14,053 shares — an estimated $160K sold.

Axiom Investment Management first reported a position in VTA in Q1 2019 and held it in 2 quarters. The position peaked at $160K in Q2 2019. 100 funds tracked by Wall St. Rank hold VTA as of Q3 2019.

  • Axiom Investment Management reported no remaining INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position as of Q3 2019 after selling out during the quarter.
  • Axiom Investment Management sold 14,053 INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND shares in Q3 2019, an estimated $160K.
  • Axiom Investment Management first reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in Q1 2019 and held it in 2 quarters.
  • Axiom Investment Management's INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position peaked at $160K in Q2 2019.
  • 100 funds tracked by Wall St. Rank held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND as of Q3 2019.

Based on Axiom Investment Management's 13F filing for Q3 2019, filed 16 Mar 2021.