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Bartlett & Co Wealth Management’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Bartlett & Co Wealth Management’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
2021
Q1 		– Sell
-1,025
Closed -$13.1K – 1199
2020
Q4 		$13.1K Hold
1,025
– – ﹤0.01% 705
2020
Q3 		$12.5K Buy
+1,025
New +$12.6K ﹤0.01% 662

Other funds holding VMO

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bartlett & Co Wealth Management's VMO Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of Invesco Municipal Opportunity Trust (VMO) in Q1 2021, closing a stake of 1,025 shares — an estimated $13.1K sold.

Bartlett & Co Wealth Management first reported a position in VMO in Q3 2020 and held it in 2 quarters. The position peaked at $13.1K in Q4 2020. 92 funds tracked by Wall St. Rank hold VMO as of Q1 2021.

  • Bartlett & Co Wealth Management reported no remaining Invesco Municipal Opportunity Trust position as of Q1 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 1,025 Invesco Municipal Opportunity Trust shares in Q1 2021, an estimated $13.1K.
  • Bartlett & Co Wealth Management first reported a position in Invesco Municipal Opportunity Trust in Q3 2020 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Invesco Municipal Opportunity Trust position peaked at $13.1K in Q4 2020.
  • 92 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.