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

Doyle 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
2019
Q3 		– Sell
-1,154
Closed -$14K – 739
2019
Q2 		$14K Buy
+1,154
New +$13.9K ﹤0.01% 573
2019
Q1 		– Sell
-1,154
Closed -$13K – 733
2018
Q4 		$13K Buy
+1,154
New +$12.8K ﹤0.01% 586

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
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Doyle Wealth Management's VMO Position: Q3 2019 in Review

Doyle Wealth Management sold out of Invesco Municipal Opportunity Trust (VMO) in Q3 2019, closing a stake of 1,154 shares — an estimated $14K sold.

Doyle Wealth Management first reported a position in VMO in Q4 2018 and held it in 2 quarters. The position peaked at $14K in Q2 2019. 88 funds tracked by Wall St. Rank hold VMO as of Q3 2019.

  • Doyle Wealth Management reported no remaining Invesco Municipal Opportunity Trust position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 1,154 Invesco Municipal Opportunity Trust shares in Q3 2019, an estimated $14K.
  • Doyle Wealth Management first reported a position in Invesco Municipal Opportunity Trust in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Invesco Municipal Opportunity Trust position peaked at $14K in Q2 2019.
  • 88 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.