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Ford Financial Group’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Ford Financial Group’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 		– Sell
-8,150
Closed -$101K – 365
2017
Q4 		$101K Buy
+8,150
New +$102K 0.08% 65

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RCM
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Goldman Sachs
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UBS Group
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Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ford Financial Group's VMO Position: Q1 2018 in Review

Ford Financial Group sold out of Invesco Municipal Opportunity Trust (VMO) in Q1 2018, closing a stake of 8,150 shares — an estimated $101K sold.

Ford Financial Group first reported a position in VMO in Q4 2017 and held it in 1 quarter. The position peaked at $101K in Q4 2017. 104 funds tracked by Wall St. Rank hold VMO as of Q1 2018.

  • Ford Financial Group reported no remaining Invesco Municipal Opportunity Trust position as of Q1 2018 after selling out during the quarter.
  • Ford Financial Group sold 8,150 Invesco Municipal Opportunity Trust shares in Q1 2018, an estimated $101K.
  • Ford Financial Group first reported a position in Invesco Municipal Opportunity Trust in Q4 2017 and held it in 1 quarter.
  • Ford Financial Group's Invesco Municipal Opportunity Trust position peaked at $101K in Q4 2017.
  • 104 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2018.

Based on Ford Financial Group's 13F filing for Q1 2018, filed 11 May 2018.