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Bridgeworth’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Bridgeworth’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
2018
Q3 		– Sell
-700
Closed -$8K – 528
2018
Q2 		$8K Buy
+700
New +$8.2K ﹤0.01% 465

Other funds holding VMO

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bridgeworth's VMO Position: Q3 2018 in Review

Bridgeworth sold out of Invesco Municipal Opportunity Trust (VMO) in Q3 2018, closing a stake of 700 shares — an estimated $8K sold.

Bridgeworth first reported a position in VMO in Q2 2018 and held it in 1 quarter. The position peaked at $8K in Q2 2018. 98 funds tracked by Wall St. Rank hold VMO as of Q3 2018.

  • Bridgeworth reported no remaining Invesco Municipal Opportunity Trust position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 700 Invesco Municipal Opportunity Trust shares in Q3 2018, an estimated $8K.
  • Bridgeworth first reported a position in Invesco Municipal Opportunity Trust in Q2 2018 and held it in 1 quarter.
  • Bridgeworth's Invesco Municipal Opportunity Trust position peaked at $8K in Q2 2018.
  • 98 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.