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JNBA Financial Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History

JNBA Financial 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
2016
Q4 		– Sell
-8,147
Closed -$116K – 1321
2016
Q3 		$116K Buy
+8,147
New +$119K 0.02% 324

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

JNBA Financial Advisors's VMO Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Invesco Municipal Opportunity Trust (VMO) in Q4 2016, closing a stake of 8,147 shares — an estimated $116K sold.

JNBA Financial Advisors first reported a position in VMO in Q3 2016 and held it in 1 quarter. The position peaked at $116K in Q3 2016. 73 funds tracked by Wall St. Rank hold VMO as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Invesco Municipal Opportunity Trust position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 8,147 Invesco Municipal Opportunity Trust shares in Q4 2016, an estimated $116K.
  • JNBA Financial Advisors first reported a position in Invesco Municipal Opportunity Trust in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Invesco Municipal Opportunity Trust position peaked at $116K in Q3 2016.
  • 73 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.