First Foundation Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History

First Foundation Advisors’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
2021 Q2	–	Sell	-17,697	Closed	-$233K	–	469
2021 Q1	$233K	Hold	17,697	–	–	0.01%	370
2020 Q4	$227K	Hold	17,697	–	–	0.01%	367
2020 Q3	$216K	Sell	17,697 -1,056	-6%	-$13K	0.01%	343
2020 Q2	$222K	Sell	18,753 -3,073	-14%	-$35.4K	0.01%	324
2020 Q1	$250K	Buy	21,826 +1,801	+9%	+$22.2K	0.02%	298
2019 Q4	$248K	Buy	20,025 +6,570	+49%	+$81.5K	0.01%	317
2019 Q3	$168K	Buy	+13,455	New	+$169K	0.01%	339
2019 Q1	–	Sell	-52,542	Closed	-$587K	–	387
2018 Q4	$587K	Buy	52,542 +4,863	+10%	+$54.1K	0.04%	232
2018 Q3	$545K	Sell	47,679 -6,603	-12%	-$77.7K	0.03%	224
2018 Q2	$637K	Sell	54,282 -4,253	-7%	-$49.8K	0.04%	196
2018 Q1	$686K	Sell	58,535 -145	-0.2%	-$1.73K	0.04%	189
2017 Q4	$728K	Buy	+58,680	New	+$737K	0.04%	198

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

First Foundation Advisors's VMO Position: Q2 2021 in Review

First Foundation Advisors sold out of Invesco Municipal Opportunity Trust (VMO) in Q2 2021, closing a stake of 17,697 shares — an estimated $233K sold.

First Foundation Advisors first reported a position in VMO in Q4 2017 and held it in 12 quarters. The position peaked at $728K in Q4 2017. 88 funds tracked by Wall St. Rank hold VMO as of Q2 2021.

First Foundation Advisors reported no remaining Invesco Municipal Opportunity Trust position as of Q2 2021 after selling out during the quarter.
First Foundation Advisors sold 17,697 Invesco Municipal Opportunity Trust shares in Q2 2021, an estimated $233K.
First Foundation Advisors first reported a position in Invesco Municipal Opportunity Trust in Q4 2017 and held it in 12 quarters.
First Foundation Advisors's Invesco Municipal Opportunity Trust position peaked at $728K in Q4 2017.
88 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2021.

Based on First Foundation Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.