IPC
VTA

Independent Portfolio Consultants’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$388K Sell
32,330
-3,885
-11% -$47.2K 0.16% 199
2017
Q1 		$443K Buy
+36,215
New +$448K 0.15% 220

Other funds holding VTA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Independent Portfolio Consultants's VTA Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) stake by 11% in Q2 2017, selling an estimated $47.2K and leaving 32,330 shares worth $388K. The position accounts for 0.16% of the portfolio, ranked #199.

Independent Portfolio Consultants first reported a position in VTA in Q1 2017 and has held it in 2 quarters since. The position peaked at $443K in Q1 2017. 80 funds tracked by Wall St. Rank hold VTA as of Q2 2017.

  • Independent Portfolio Consultants held 32,330 shares of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND worth $388K as of Q2 2017.
  • Independent Portfolio Consultants sold 3,885 INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND shares in Q2 2017, an estimated $47.2K.
  • INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND made up 0.16% of Independent Portfolio Consultants's portfolio in Q2 2017, its #199 holding.
  • Independent Portfolio Consultants first reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in Q1 2017 and has held it in 2 quarters since.
  • Independent Portfolio Consultants's INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position peaked at $443K in Q1 2017.
  • 80 funds tracked by Wall St. Rank held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.