Jaffetilchin Investment Partners’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History

Jaffetilchin Investment Partners’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	-127,468	Closed	-$1.31M	–	318
2018 Q4	$1.31M	Buy	127,468 +4,083	+3%	+$44.6K	0.33%	44
2018 Q3	$1.42M	Buy	123,385 +1,990	+2%	+$22.9K	0.3%	60
2018 Q2	$1.41M	Buy	121,395 +1,914	+2%	+$22.5K	0.31%	53
2018 Q1	$1.4M	Buy	119,481 +2,550	+2%	+$29.9K	0.31%	52
2017 Q4	$1.37M	Buy	116,931 +1,358	+1%	+$15.9K	0.46%	44
2017 Q3	$1.38M	Buy	115,573 +2,039	+2%	+$24.2K	0.32%	51
2017 Q2	$1.36M	Buy	113,534 +1,960	+2%	+$23.8K	0.46%	36
2017 Q1	$1.36M	Buy	111,574 +1,895	+2%	+$23.5K	0.35%	46
2016 Q4	$1.35M	Buy	109,679 +1,073	+1%	+$12.7K	0.4%	38
2016 Q3	$1.28M	Buy	108,606 +32,153	+42%	+$369K	0.41%	35
2016 Q2	$843K	Buy	76,453 +31,138	+69%	+$338K	0.26%	52
2016 Q1	$487K	Buy	+45,315	New	+$462K	0.15%	83

Other funds holding VTA

SCM

Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $6.01B AUM 24.74% 1-Year Est. Return

Jaffetilchin Investment Partners's VTA Position: Q1 2019 in Review

Jaffetilchin Investment Partners sold out of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) in Q1 2019, closing a stake of 127,468 shares — an estimated $1.31M sold.

Jaffetilchin Investment Partners first reported a position in VTA in Q1 2016 and held it in 12 quarters. The position peaked at $1.42M in Q3 2018. 104 funds tracked by Wall St. Rank hold VTA as of Q1 2019.

Jaffetilchin Investment Partners reported no remaining INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position as of Q1 2019 after selling out during the quarter.
Jaffetilchin Investment Partners sold 127,468 INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND shares in Q1 2019, an estimated $1.31M.
Jaffetilchin Investment Partners first reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in Q1 2016 and held it in 12 quarters.
Jaffetilchin Investment Partners's INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position peaked at $1.42M in Q3 2018.
104 funds tracked by Wall St. Rank held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND as of Q1 2019.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2019, filed 13 May 2019.