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Calton & Associates’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Calton & Associates’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
Q1 		– Sell
-1,136
Closed -$13K – 1240
2017
Q4 		$13K Buy
+1,136
New +$14.3K ﹤0.01% 1001

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Calton & Associates's VMO Position: Q1 2018 in Review

Calton & Associates sold out of Invesco Municipal Opportunity Trust (VMO) in Q1 2018, closing a stake of 1,136 shares — an estimated $13K sold.

Calton & Associates first reported a position in VMO in Q4 2017 and held it in 1 quarter. The position peaked at $13K in Q4 2017. 104 funds tracked by Wall St. Rank hold VMO as of Q1 2018.

  • Calton & Associates reported no remaining Invesco Municipal Opportunity Trust position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 1,136 Invesco Municipal Opportunity Trust shares in Q1 2018, an estimated $13K.
  • Calton & Associates first reported a position in Invesco Municipal Opportunity Trust in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Invesco Municipal Opportunity Trust position peaked at $13K in Q4 2017.
  • 104 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.