First Manhattan’s Invesco Municipal Opportunity Trust VMO Stock Holding History

First Manhattan’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
2016 Q4	–	Sell	-917	Closed	-$13K	–	1453
2016 Q3	$13K	Hold	917	–	–	﹤0.01%	1150
2016 Q2	$13K	Sell	917 -1	-0.1%	-$14	﹤0.01%	1180
2016 Q1	$12K	Hold	918	–	–	﹤0.01%	1144
2015 Q4	$12K	Hold	918	–	–	﹤0.01%	1158
2015 Q3	$11K	Buy	918 +1	+0.1%	+$12	﹤0.01%	1171
2015 Q2	$11K	Sell	917 -1,035	-53%	-$13.1K	﹤0.01%	1191
2015 Q1	$25K	Hold	1,952	–	–	﹤0.01%	1086
2014 Q4	$25K	Buy	1,952 +2	+0.1%	+$25	﹤0.01%	1101
2014 Q3	$24K	Sell	1,950 -1	-0.1%	-$12	﹤0.01%	1088
2014 Q2	$24K	Sell	1,951 -1	-0.1%	-$12	﹤0.01%	1069
2014 Q1	$23K	Buy	1,952 +2	+0.1%	+$24	﹤0.01%	1068
2013 Q4	$22K	Buy	1,950 +1,032	+112%	+$11.9K	﹤0.01%	1057
2013 Q3	$10K	Buy	+918	New	+$10.7K	﹤0.01%	1161

Other funds holding VMO

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

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

First Manhattan's VMO Position: Q4 2016 in Review

First Manhattan sold out of Invesco Municipal Opportunity Trust (VMO) in Q4 2016, closing a stake of 917 shares — an estimated $13K sold.

First Manhattan first reported a position in VMO in Q3 2013 and held it in 13 quarters. The position peaked at $25K in Q1 2015. 73 funds tracked by Wall St. Rank hold VMO as of Q4 2016.

First Manhattan reported no remaining Invesco Municipal Opportunity Trust position as of Q4 2016 after selling out during the quarter.
First Manhattan sold 917 Invesco Municipal Opportunity Trust shares in Q4 2016, an estimated $13K.
First Manhattan first reported a position in Invesco Municipal Opportunity Trust in Q3 2013 and held it in 13 quarters.
First Manhattan's Invesco Municipal Opportunity Trust position peaked at $25K in Q1 2015.
73 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q4 2016.

Based on First Manhattan's 13F filing for Q4 2016, filed 25 Jan 2017.