Enterprise Financial Services Corp (EFSC)’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Enterprise Financial Services Corp (EFSC)’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 Q3	–	Sell	-1,142	Closed	-$14K	–	1316
2020 Q2	$14K	Hold	1,142	–	–	﹤0.01%	624
2020 Q1	$13K	Hold	1,142	–	–	﹤0.01%	591
2019 Q4	$14K	Hold	1,142	–	–	﹤0.01%	665
2019 Q3	$14K	Hold	1,142	–	–	﹤0.01%	654
2019 Q2	$14K	Hold	1,142	–	–	﹤0.01%	675
2019 Q1	$14K	Hold	1,142	–	–	﹤0.01%	669
2018 Q4	$13K	Hold	1,142	–	–	0.01%	462
2018 Q3	$13K	Hold	1,142	–	–	0.01%	535
2018 Q2	$13K	Hold	1,142	–	–	0.01%	546
2018 Q1	$13K	Hold	1,142	–	–	0.01%	561
2017 Q4	$14K	Hold	1,142	–	–	0.01%	520
2017 Q3	$15K	Hold	1,142	–	–	0.01%	509
2017 Q2	$15K	Hold	1,142	–	–	0.01%	515
2017 Q1	$15K	Hold	1,142	–	–	0.01%	535
2016 Q4	$15K	Hold	1,142	–	–	0.01%	523
2016 Q3	$16K	Hold	1,142	–	–	0.01%	462
2016 Q2	$17K	Hold	1,142	–	–	0.01%	434
2016 Q1	$16K	Hold	1,142	–	–	0.01%	440
2015 Q4	$15K	Hold	1,142	–	–	0.01%	475
2015 Q3	$14K	Hold	1,142	–	–	0.01%	468
2015 Q2	$14K	Hold	1,142	–	–	0.01%	488
2015 Q1	$15K	Hold	1,142	–	–	0.01%	495
2014 Q4	$15K	Hold	1,142	–	–	0.01%	510
2014 Q3	$14K	Hold	1,142	–	–	0.01%	520
2014 Q2	$14K	Hold	1,142	–	–	0.01%	531
2014 Q1	$14K	Hold	1,142	–	–	0.01%	527
2013 Q4	$13K	Hold	1,142	–	–	0.01%	521
2013 Q3	$13K	Hold	1,142	–	–	0.01%	495
2013 Q2	$15K	Buy	+1,142	New	+$15.8K	0.01%	387

Other funds holding VMO

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s VMO Position: Q3 2020 in Review

Enterprise Financial Services Corp (EFSC) sold out of Invesco Municipal Opportunity Trust (VMO) in Q3 2020, closing a stake of 1,142 shares — an estimated $14K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in VMO in Q2 2013 and held it in 29 quarters. The position peaked at $17K in Q2 2016. 88 funds tracked by Wall St. Rank hold VMO as of Q3 2020.

Enterprise Financial Services Corp (EFSC) reported no remaining Invesco Municipal Opportunity Trust position as of Q3 2020 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 1,142 Invesco Municipal Opportunity Trust shares in Q3 2020, an estimated $14K.
Enterprise Financial Services Corp (EFSC) first reported a position in Invesco Municipal Opportunity Trust in Q2 2013 and held it in 29 quarters.
Enterprise Financial Services Corp (EFSC)'s Invesco Municipal Opportunity Trust position peaked at $17K in Q2 2016.
88 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q3 2020.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2020, filed 13 Nov 2020.