CIR
VTA

Clear Investment Research’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History

Clear Investment Research’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
2016
Q3 		– Sell
-328
Closed -$4K – 30
2016
Q2 		$4K Buy
+328
New +$3.56K ﹤0.01% 29

Other funds holding VTA

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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

Clear Investment Research's VTA Position: Q3 2016 in Review

Clear Investment Research sold out of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) in Q3 2016, closing a stake of 328 shares — an estimated $4K sold.

Clear Investment Research first reported a position in VTA in Q2 2016 and held it in 1 quarter. The position peaked at $4K in Q2 2016. 67 funds tracked by Wall St. Rank hold VTA as of Q3 2016.

  • Clear Investment Research reported no remaining INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position as of Q3 2016 after selling out during the quarter.
  • Clear Investment Research sold 328 INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND shares in Q3 2016, an estimated $4K.
  • Clear Investment Research first reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in Q2 2016 and held it in 1 quarter.
  • Clear Investment Research's INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position peaked at $4K in Q2 2016.
  • 67 funds tracked by Wall St. Rank held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND as of Q3 2016.

Based on Clear Investment Research's 13F filing for Q3 2016, filed 18 Oct 2016.