FinTrust Investment Advisory Services’s Invesco Municipal Opportunity Trust VMO Stock Holding History

FinTrust Investment Advisory Services’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
2018 Q1	$586K	Buy	50,000 +5,000	+11%	+$59.7K	0.54%	37
2017 Q4	$558K	Hold	45,000	–	–	0.49%	42
2017 Q3	$585K	Buy	+45,000	New	+$594K	0.56%	36

Other funds holding VMO

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FinTrust Investment Advisory Services's VMO Position: Q1 2018 in Review

FinTrust Investment Advisory Services increased its Invesco Municipal Opportunity Trust (VMO) stake by 11% in Q1 2018, buying an estimated $59.7K and bringing the position to 50,000 shares worth $586K. The position accounts for 0.54% of the portfolio, ranked #37.

FinTrust Investment Advisory Services first reported a position in VMO in Q3 2017 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold VMO as of Q1 2018.

FinTrust Investment Advisory Services held 50,000 shares of Invesco Municipal Opportunity Trust worth $586K as of Q1 2018.
FinTrust Investment Advisory Services bought 5,000 Invesco Municipal Opportunity Trust shares in Q1 2018, an estimated $59.7K.
Invesco Municipal Opportunity Trust made up 0.54% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #37 holding.
FinTrust Investment Advisory Services first reported a position in Invesco Municipal Opportunity Trust in Q3 2017 and has held it in 3 quarters since.
104 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.