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FineMark National Bank & Trust’s Invesco Municipal Opportunity Trust VMO Stock Holding History

FineMark National Bank & Trust’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
2017
Q1 		– Sell
-911
Closed -$12K – 983
2016
Q4 		$12K Buy
+911
New +$11.9K ﹤0.01% 927

Other funds holding VMO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

FineMark National Bank & Trust's VMO Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Invesco Municipal Opportunity Trust (VMO) in Q1 2017, closing a stake of 911 shares — an estimated $12K sold.

FineMark National Bank & Trust first reported a position in VMO in Q4 2016 and held it in 1 quarter. The position peaked at $12K in Q4 2016. 61 funds tracked by Wall St. Rank hold VMO as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining Invesco Municipal Opportunity Trust position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 911 Invesco Municipal Opportunity Trust shares in Q1 2017, an estimated $12K.
  • FineMark National Bank & Trust first reported a position in Invesco Municipal Opportunity Trust in Q4 2016 and held it in 1 quarter.
  • FineMark National Bank & Trust's Invesco Municipal Opportunity Trust position peaked at $12K in Q4 2016.
  • 61 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.