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IBEX Wealth Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History

IBEX Wealth Advisors’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
2017
Q1 		– Sell
-60
Closed -$1K – 381
2016
Q4 		$1K Buy
+60
New +$781 ﹤0.01% 450

Other funds holding VMO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

IBEX Wealth Advisors's VMO Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Invesco Municipal Opportunity Trust (VMO) in Q1 2017, closing a stake of 60 shares — an estimated $1K sold.

IBEX Wealth Advisors first reported a position in VMO in Q4 2016 and held it in 1 quarter. The position peaked at $1K in Q4 2016. 61 funds tracked by Wall St. Rank hold VMO as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining Invesco Municipal Opportunity Trust position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 60 Invesco Municipal Opportunity Trust shares in Q1 2017, an estimated $1K.
  • IBEX Wealth Advisors first reported a position in Invesco Municipal Opportunity Trust in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's Invesco Municipal Opportunity Trust position peaked at $1K in Q4 2016.
  • 61 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.