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Darwin Wealth Management’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Darwin Wealth Management’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
2020
Q2 		– Sell
-1,200
Closed -$13K – 770
2020
Q1 		$13K Buy
+1,200
New +$14.8K ﹤0.01% 432

Other funds holding VMO

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Darwin Wealth Management's VMO Position: Q2 2020 in Review

Darwin Wealth Management sold out of Invesco Municipal Opportunity Trust (VMO) in Q2 2020, closing a stake of 1,200 shares — an estimated $13K sold.

Darwin Wealth Management first reported a position in VMO in Q1 2020 and held it in 1 quarter. The position peaked at $13K in Q1 2020. 91 funds tracked by Wall St. Rank hold VMO as of Q2 2020.

  • Darwin Wealth Management reported no remaining Invesco Municipal Opportunity Trust position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 1,200 Invesco Municipal Opportunity Trust shares in Q2 2020, an estimated $13K.
  • Darwin Wealth Management first reported a position in Invesco Municipal Opportunity Trust in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's Invesco Municipal Opportunity Trust position peaked at $13K in Q1 2020.
  • 91 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.