GWM
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Greenwich Wealth Management’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Greenwich Wealth Management’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
Q4 		– Sell
-70,668
Closed -$808K – 195
2018
Q3 		$808K Sell
70,668
-619
-0.9% -$7.29K 0.14% 97
2018
Q2 		$837K Buy
71,287
+1,297
+2% +$15.2K 0.15% 91
2018
Q1 		$820K Buy
69,990
+4,007
+6% +$47.8K 0.13% 88
2017
Q4 		$818K Buy
65,983
+2,270
+4% +$28.5K 0.14% 90
2017
Q3 		$829K Buy
63,713
+3,009
+5% +$39.7K 0.14% 87
2017
Q2 		$795K Buy
60,704
+4,535
+8% +$59.5K 0.13% 89
2017
Q1 		$729K Buy
56,169
+1,623
+3% +$21.1K 0.1% 91
2016
Q4 		$695K Buy
54,546
+10,305
+23% +$134K 0.09% 110
2016
Q3 		$630K Sell
44,241
-4,688
-10% -$68.3K 0.11% 112
2016
Q2 		$729K Sell
48,929
-640
-1% -$9.14K 0.18% 104
2016
Q1 		$692K Sell
49,569
-28,153
-36% -$382K 0.18% 103
2015
Q4 		$1.02M Hold
77,722
– – 0.25% 73
2015
Q3 		$978K Buy
77,722
+200
+0.3% +$2.49K 0.24% 92
2015
Q2 		$946K Buy
77,522
+12,780
+20% +$161K 0.12% 109
2015
Q1 		$839K Sell
64,742
-50
-0.1% -$649 0.1% 113
2014
Q4 		$833K Sell
64,792
-2,510
-4% -$31.8K 0.06% 110
2014
Q3 		$843K Sell
67,302
-4,180
-6% -$52K 0.06% 114
2014
Q2 		$901K Buy
71,482
+65
+0.1% +$810 0.06% 106
2014
Q1 		$871K Sell
71,417
-8,500
-11% -$103K 0.06% 106
2013
Q4 		$936K Buy
79,917
+29,023
+57% +$334K 0.09% 103
2013
Q3 		$600K Buy
+50,894
New +$594K 0.04% 107

Other funds holding VMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

Greenwich Wealth Management's VMO Position: Q4 2018 in Review

Greenwich Wealth Management sold out of Invesco Municipal Opportunity Trust (VMO) in Q4 2018, closing a stake of 70,668 shares — an estimated $808K sold.

Greenwich Wealth Management first reported a position in VMO in Q3 2013 and held it in 21 quarters. The position peaked at $1.02M in Q4 2015. 96 funds tracked by Wall St. Rank hold VMO as of Q4 2018.

  • Greenwich Wealth Management reported no remaining Invesco Municipal Opportunity Trust position as of Q4 2018 after selling out during the quarter.
  • Greenwich Wealth Management sold 70,668 Invesco Municipal Opportunity Trust shares in Q4 2018, an estimated $808K.
  • Greenwich Wealth Management first reported a position in Invesco Municipal Opportunity Trust in Q3 2013 and held it in 21 quarters.
  • Greenwich Wealth Management's Invesco Municipal Opportunity Trust position peaked at $1.02M in Q4 2015.
  • 96 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q4 2018.

Based on Greenwich Wealth Management's 13F filing for Q4 2018, filed 11 Feb 2019.