CHA
VTA

Carmichael Hill & Associates’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History

Carmichael Hill & Associates’s Portfolio VTA Stock Details VTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,056
Closed -$23K – 730
2019
Q4 		$23K Buy
+2,056
New +$22.7K 0.02% 383

Other funds holding VTA

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
HHGC
Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Carmichael Hill & Associates's VTA Position: Q1 2020 in Review

Carmichael Hill & Associates sold out of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) in Q1 2020, closing a stake of 2,056 shares — an estimated $23K sold.

Carmichael Hill & Associates first reported a position in VTA in Q4 2019 and held it in 1 quarter. The position peaked at $23K in Q4 2019. 96 funds tracked by Wall St. Rank hold VTA as of Q1 2020.

  • Carmichael Hill & Associates reported no remaining INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position as of Q1 2020 after selling out during the quarter.
  • Carmichael Hill & Associates sold 2,056 INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND shares in Q1 2020, an estimated $23K.
  • Carmichael Hill & Associates first reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in Q4 2019 and held it in 1 quarter.
  • Carmichael Hill & Associates's INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position peaked at $23K in Q4 2019.
  • 96 funds tracked by Wall St. Rank held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND as of Q1 2020.

Based on Carmichael Hill & Associates's 13F filing for Q1 2020, filed 5 May 2020.