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J.W. Cole Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History

J.W. Cole 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
2020
Q4 		– Sell
-12,303
Closed -$150K – 877
2020
Q3 		$150K Buy
+12,303
New +$152K 0.01% 697

Other funds holding VMO

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

J.W. Cole Advisors's VMO Position: Q4 2020 in Review

J.W. Cole Advisors sold out of Invesco Municipal Opportunity Trust (VMO) in Q4 2020, closing a stake of 12,303 shares — an estimated $150K sold.

J.W. Cole Advisors first reported a position in VMO in Q3 2020 and held it in 1 quarter. The position peaked at $150K in Q3 2020. 93 funds tracked by Wall St. Rank hold VMO as of Q4 2020.

  • J.W. Cole Advisors reported no remaining Invesco Municipal Opportunity Trust position as of Q4 2020 after selling out during the quarter.
  • J.W. Cole Advisors sold 12,303 Invesco Municipal Opportunity Trust shares in Q4 2020, an estimated $150K.
  • J.W. Cole Advisors first reported a position in Invesco Municipal Opportunity Trust in Q3 2020 and held it in 1 quarter.
  • J.W. Cole Advisors's Invesco Municipal Opportunity Trust position peaked at $150K in Q3 2020.
  • 93 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q4 2020.

Based on J.W. Cole Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.