KPCM
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Kings Point Capital Management’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Kings Point Capital Management’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
2021
Q1 		– Sell
-872
Closed -$11K – 567
2020
Q4 		$11K Buy
+872
New +$10.9K ﹤0.01% 491

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
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Kings Point Capital Management's VMO Position: Q1 2021 in Review

Kings Point Capital Management sold out of Invesco Municipal Opportunity Trust (VMO) in Q1 2021, closing a stake of 872 shares — an estimated $11K sold.

Kings Point Capital Management first reported a position in VMO in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 92 funds tracked by Wall St. Rank hold VMO as of Q1 2021.

  • Kings Point Capital Management reported no remaining Invesco Municipal Opportunity Trust position as of Q1 2021 after selling out during the quarter.
  • Kings Point Capital Management sold 872 Invesco Municipal Opportunity Trust shares in Q1 2021, an estimated $11K.
  • Kings Point Capital Management first reported a position in Invesco Municipal Opportunity Trust in Q4 2020 and held it in 1 quarter.
  • Kings Point Capital Management's Invesco Municipal Opportunity Trust position peaked at $11K in Q4 2020.
  • 92 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2021.

Based on Kings Point Capital Management's 13F filing for Q1 2021, filed 14 May 2021.