HM
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Howard Marks’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Howard Marks’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
2020
Q2 		– Sell
-446,000
Closed -$5.11M – 198
2020
Q1 		$5.11M Buy
+446,000
New +$5.51M 0.14% 93

Other funds holding VMO

BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Howard Marks's VMO Position: Q2 2020 in Review

Howard Marks sold out of Invesco Municipal Opportunity Trust (VMO) in Q2 2020, closing a stake of 446,000 shares — an estimated $5.11M sold.

Howard Marks first reported a position in VMO in Q1 2020 and held it in 1 quarter. The position peaked at $5.11M in Q1 2020. 91 funds tracked by Wall St. Rank hold VMO as of Q2 2020.

  • Howard Marks reported no remaining Invesco Municipal Opportunity Trust position as of Q2 2020 after selling out during the quarter.
  • Howard Marks sold 446,000 Invesco Municipal Opportunity Trust shares in Q2 2020, an estimated $5.11M.
  • Howard Marks first reported a position in Invesco Municipal Opportunity Trust in Q1 2020 and held it in 1 quarter.
  • Howard Marks's Invesco Municipal Opportunity Trust position peaked at $5.11M in Q1 2020.
  • 91 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2020.

Based on Oaktree Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.