Great Valley Advisor Group’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History

Great Valley Advisor Group’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
2019 Q1	–	Sell	-13,189	Closed	-$525K	–	317
2018 Q4	$525K	Buy	+13,189	New	+$144K	0.2%	112

Other funds holding VTA

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

SIA

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

RJA

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

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

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Great Valley Advisor Group's VTA Position: Q1 2019 in Review

Great Valley Advisor Group sold out of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) in Q1 2019, closing a stake of 13,189 shares — an estimated $525K sold.

Great Valley Advisor Group first reported a position in VTA in Q4 2018 and held it in 1 quarter. The position peaked at $525K in Q4 2018. 104 funds tracked by Wall St. Rank hold VTA as of Q1 2019.

Great Valley Advisor Group reported no remaining INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position as of Q1 2019 after selling out during the quarter.
Great Valley Advisor Group sold 13,189 INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND shares in Q1 2019, an estimated $525K.
Great Valley Advisor Group first reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in Q4 2018 and held it in 1 quarter.
Great Valley Advisor Group's INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position peaked at $525K in Q4 2018.
104 funds tracked by Wall St. Rank held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND as of Q1 2019.

Based on Great Valley Advisor Group's 13F filing for Q1 2019, filed 26 Apr 2019.