Farmers & Merchants Investments Inc’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Farmers & Merchants Investments Inc’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	-1,755	Closed	-$21K	–	862
2020 Q2	$21K	Hold	1,755	–	–	﹤0.01%	417
2020 Q1	$20K	Hold	1,755	–	–	﹤0.01%	400
2019 Q4	$22K	Hold	1,755	–	–	﹤0.01%	428
2019 Q3	$22K	Hold	1,755	–	–	﹤0.01%	422
2019 Q2	$22K	Buy	1,755 +1,492	+567%	+$17.9K	﹤0.01%	416
2019 Q1	$3K	Sell	263 -3,247	-93%	-$38.2K	﹤0.01%	813
2018 Q4	$39K	Hold	3,510	–	–	﹤0.01%	330
2018 Q3	$40K	Hold	3,510	–	–	﹤0.01%	345
2018 Q2	$41K	Hold	3,510	–	–	﹤0.01%	348
2018 Q1	$41K	Hold	3,510	–	–	﹤0.01%	345
2017 Q4	$44K	Hold	3,510	–	–	﹤0.01%	338
2017 Q3	$46K	Hold	3,510	–	–	﹤0.01%	328
2017 Q2	$46K	Hold	3,510	–	–	﹤0.01%	341
2017 Q1	$46K	Hold	3,510	–	–	﹤0.01%	319
2016 Q4	$45K	Hold	3,510	–	–	﹤0.01%	350
2016 Q3	$50K	Hold	3,510	–	–	0.01%	291
2016 Q2	$52K	Hold	3,510	–	–	0.01%	267
2016 Q1	$49K	Hold	3,510	–	–	0.01%	273
2015 Q4	$46K	Hold	3,510	–	–	0.01%	286
2015 Q3	$44K	Hold	3,510	–	–	0.01%	283
2015 Q2	$43K	Hold	3,510	–	–	0.01%	293
2015 Q1	$45K	Hold	3,510	–	–	0.01%	296
2014 Q4	$45K	Hold	3,510	–	–	0.01%	294
2014 Q3	$44K	Hold	3,510	–	–	0.01%	297
2014 Q2	$44K	Hold	3,510	–	–	0.01%	299
2014 Q1	$43K	Hold	3,510	–	–	0.01%	296
2013 Q4	$41K	Hold	3,510	–	–	0.01%	306
2013 Q3	$41K	Hold	3,510	–	–	0.01%	294
2013 Q2	$46K	Buy	+3,510	New	+$48.6K	0.01%	288

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 0.79% 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 $27.6B AUM 23.56% 1-Year Est. Return

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

Farmers & Merchants Investments Inc's VMO Position: Q3 2020 in Review

Farmers & Merchants Investments Inc sold out of Invesco Municipal Opportunity Trust (VMO) in Q3 2020, closing a stake of 1,755 shares — an estimated $21K sold.

Farmers & Merchants Investments Inc first reported a position in VMO in Q2 2013 and held it in 29 quarters. The position peaked at $52K in Q2 2016. 88 funds tracked by Wall St. Rank hold VMO as of Q3 2020.

Farmers & Merchants Investments Inc reported no remaining Invesco Municipal Opportunity Trust position as of Q3 2020 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 1,755 Invesco Municipal Opportunity Trust shares in Q3 2020, an estimated $21K.
Farmers & Merchants Investments Inc first reported a position in Invesco Municipal Opportunity Trust in Q2 2013 and held it in 29 quarters.
Farmers & Merchants Investments Inc's Invesco Municipal Opportunity Trust position peaked at $52K in Q2 2016.
88 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q3 2020.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2020, filed 19 Oct 2020.