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Johnson Financial Group Inc (Wisconsin)’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2015
Q3 		– Sell
-131
Closed -$2K – 856
2015
Q2 		$2K Hold
131
– – ﹤0.01% 845
2015
Q1 		$2K Hold
131
– – ﹤0.01% 794
2014
Q4 		$2K Hold
131
– – ﹤0.01% 758
2014
Q3 		$2K Buy
+131
New +$1.63K ﹤0.01% 718

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NVIM
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
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AAM
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UBS Group
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SCA
Samson Capital Advisors New York $228M AUM 0.84% 1-Year Est. Return
GC
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Johnson Financial Group Inc (Wisconsin)'s VMO Position: Q3 2015 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Invesco Municipal Opportunity Trust (VMO) in Q3 2015, closing a stake of 131 shares — an estimated $2K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in VMO in Q3 2014 and held it in 4 quarters. The position peaked at $2K in Q2 2015. 67 funds tracked by Wall St. Rank hold VMO as of Q3 2015.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Invesco Municipal Opportunity Trust position as of Q3 2015 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 131 Invesco Municipal Opportunity Trust shares in Q3 2015, an estimated $2K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Invesco Municipal Opportunity Trust in Q3 2014 and held it in 4 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Invesco Municipal Opportunity Trust position peaked at $2K in Q2 2015.
  • 67 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q3 2015.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q3 2015, filed 2 Nov 2015.