Gradient Investments
VTA

Gradient Investments’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History

Gradient Investments’s Portfolio VTA Stock Details VTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,500
Closed -$19K – 684
2013
Q3 		$19K Buy
+1,500
New +$19.2K 0.01% 235

Other funds holding VTA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SPH
Steel Partners Holdings New York $78M AUM
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gradient Investments's VTA Position: Q4 2013 in Review

Gradient Investments sold out of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) in Q4 2013, closing a stake of 1,500 shares — an estimated $19K sold.

Gradient Investments first reported a position in VTA in Q3 2013 and held it in 1 quarter. The position peaked at $19K in Q3 2013. 63 funds tracked by Wall St. Rank hold VTA as of Q4 2013.

  • Gradient Investments reported no remaining INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position as of Q4 2013 after selling out during the quarter.
  • Gradient Investments sold 1,500 INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND shares in Q4 2013, an estimated $19K.
  • Gradient Investments first reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in Q3 2013 and held it in 1 quarter.
  • Gradient Investments's INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position peaked at $19K in Q3 2013.
  • 63 funds tracked by Wall St. Rank held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND as of Q4 2013.

Based on Gradient Investments's 13F filing for Q4 2013, filed 13 Jan 2014.