KIM
VTA

Karpus Investment Management’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History

Karpus Investment Management’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
-48,085
Closed -$494K – 232
2018
Q4 		$494K Buy
+48,085
New +$525K 0.02% 169

Other funds holding VTA

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Karpus Investment Management's VTA Position: Q1 2019 in Review

Karpus Investment Management sold out of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) in Q1 2019, closing a stake of 48,085 shares — an estimated $494K sold.

Karpus Investment Management first reported a position in VTA in Q4 2018 and held it in 1 quarter. The position peaked at $494K in Q4 2018. 104 funds tracked by Wall St. Rank hold VTA as of Q1 2019.

  • Karpus Investment Management reported no remaining INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position as of Q1 2019 after selling out during the quarter.
  • Karpus Investment Management sold 48,085 INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND shares in Q1 2019, an estimated $494K.
  • Karpus Investment Management first reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in Q4 2018 and held it in 1 quarter.
  • Karpus Investment Management's INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position peaked at $494K in Q4 2018.
  • 104 funds tracked by Wall St. Rank held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND as of Q1 2019.

Based on Karpus Investment Management's 13F filing for Q1 2019, filed 15 May 2019.