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BCM Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History

BCM Advisors’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
2017
Q1 		– Sell
-5,618
Closed -$72K – 91
2016
Q4 		$72K Buy
+5,618
New +$73.1K 0.05% 42

Other funds holding VMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

BCM Advisors's VMO Position: Q1 2017 in Review

BCM Advisors sold out of Invesco Municipal Opportunity Trust (VMO) in Q1 2017, closing a stake of 5,618 shares — an estimated $72K sold.

BCM Advisors first reported a position in VMO in Q4 2016 and held it in 1 quarter. The position peaked at $72K in Q4 2016. 61 funds tracked by Wall St. Rank hold VMO as of Q1 2017.

  • BCM Advisors reported no remaining Invesco Municipal Opportunity Trust position as of Q1 2017 after selling out during the quarter.
  • BCM Advisors sold 5,618 Invesco Municipal Opportunity Trust shares in Q1 2017, an estimated $72K.
  • BCM Advisors first reported a position in Invesco Municipal Opportunity Trust in Q4 2016 and held it in 1 quarter.
  • BCM Advisors's Invesco Municipal Opportunity Trust position peaked at $72K in Q4 2016.
  • 61 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2017.

Based on BCM Advisors's 13F filing for Q1 2017, filed 12 May 2017.