IA
VTA

IFP Advisors’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History

IFP Advisors’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
-5,574
Closed -$57K – 3703
2018
Q4 		$57K Sell
5,574
-270
-5% -$2.95K ﹤0.01% 1539
2018
Q3 		$67K Buy
5,844
+1,444
+33% +$16.6K ﹤0.01% 1735
2018
Q2 		$51K Sell
4,400
-919
-17% -$10.8K ﹤0.01% 1900
2018
Q1 		$62K Hold
5,319
– – ﹤0.01% 1695
2017
Q4 		$62K Sell
5,319
-4,290
-45% -$50.1K ﹤0.01% 1712
2017
Q3 		$115K Sell
9,609
-250
-3% -$2.96K ﹤0.01% 1475
2017
Q2 		$118K Sell
9,859
-860
-8% -$10.4K 0.01% 1447
2017
Q1 		$131K Buy
10,719
+723
+7% +$8.95K 0.01% 1344
2016
Q4 		$123K Buy
9,996
+747
+8% +$8.83K 0.01% 1323
2016
Q3 		$109K Sell
9,249
-811
-8% -$9.3K 0.01% 1312
2016
Q2 		$111K Buy
+10,060
New +$109K 0.01% 1267
2016
Q1 		– Sell
-8,492
Closed -$90K – 3693
2015
Q4 		$90K Buy
+8,492
New +$90.6K 0.01% 1241

Other funds holding VTA

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
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
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

IFP Advisors's VTA Position: Q1 2019 in Review

IFP Advisors sold out of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) in Q1 2019, closing a stake of 5,574 shares — an estimated $57K sold.

IFP Advisors first reported a position in VTA in Q4 2015 and held it in 12 quarters. The position peaked at $131K in Q1 2017. 104 funds tracked by Wall St. Rank hold VTA as of Q1 2019.

  • IFP Advisors reported no remaining INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position as of Q1 2019 after selling out during the quarter.
  • IFP Advisors sold 5,574 INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND shares in Q1 2019, an estimated $57K.
  • IFP Advisors first reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in Q4 2015 and held it in 12 quarters.
  • IFP Advisors's INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position peaked at $131K in Q1 2017.
  • 104 funds tracked by Wall St. Rank held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.