I2I
VTA

Insight 2811 Inc’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History

Insight 2811 Inc’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
2013
Q4 		– Sell
-223,443
Closed -$2.87M – 100
2013
Q3 		$2.87M Sell
223,443
-8,155
-4% -$104K 1.43% 11
2013
Q2 		$3.03M Buy
+231,598
New +$3.1M 1.67% 8

Other funds holding VTA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPH
Steel Partners Holdings New York $96.4M AUM
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Insight 2811 Inc's VTA Position: Q4 2013 in Review

Insight 2811 Inc sold out of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) in Q4 2013, closing a stake of 223,443 shares — an estimated $2.87M sold.

Insight 2811 Inc first reported a position in VTA in Q2 2013 and held it in 2 quarters. The position peaked at $3.03M in Q2 2013. 63 funds tracked by Wall St. Rank hold VTA as of Q4 2013.

  • Insight 2811 Inc reported no remaining INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position as of Q4 2013 after selling out during the quarter.
  • Insight 2811 Inc sold 223,443 INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND shares in Q4 2013, an estimated $2.87M.
  • Insight 2811 Inc first reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in Q2 2013 and held it in 2 quarters.
  • Insight 2811 Inc's INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position peaked at $3.03M in Q2 2013.
  • 63 funds tracked by Wall St. Rank held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND as of Q4 2013.

Based on Insight 2811 Inc's 13F filing for Q4 2013, filed 4 Feb 2014.