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BDO Wealth Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History

BDO Wealth 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
2019
Q1 		– Sell
-29,660
Closed -$332K – 671
2018
Q4 		$332K Hold
29,660
– – 0.11% 116
2018
Q3 		$339K Hold
29,660
– – 0.11% 114
2018
Q2 		$348K Buy
+29,660
New +$347K 0.12% 110

Other funds holding VMO

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BDO Wealth Advisors's VMO Position: Q1 2019 in Review

BDO Wealth Advisors sold out of Invesco Municipal Opportunity Trust (VMO) in Q1 2019, closing a stake of 29,660 shares — an estimated $332K sold.

BDO Wealth Advisors first reported a position in VMO in Q2 2018 and held it in 3 quarters. The position peaked at $348K in Q2 2018. 82 funds tracked by Wall St. Rank hold VMO as of Q1 2019.

  • BDO Wealth Advisors reported no remaining Invesco Municipal Opportunity Trust position as of Q1 2019 after selling out during the quarter.
  • BDO Wealth Advisors sold 29,660 Invesco Municipal Opportunity Trust shares in Q1 2019, an estimated $332K.
  • BDO Wealth Advisors first reported a position in Invesco Municipal Opportunity Trust in Q2 2018 and held it in 3 quarters.
  • BDO Wealth Advisors's Invesco Municipal Opportunity Trust position peaked at $348K in Q2 2018.
  • 82 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2019.

Based on BDO Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.