KPW
VMO icon

Kore Private Wealth’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-2,128
Closed -$25K – 1052
2020
Q2 		$25K Hold
2,128
– – 0.01% 614
2020
Q1 		$24K Hold
2,128
– – 0.01% 561
2019
Q4 		$26K Buy
+2,128
New +$26.4K ﹤0.01% 590

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Kore Private Wealth's VMO Position: Q3 2020 in Review

Kore Private Wealth sold out of Invesco Municipal Opportunity Trust (VMO) in Q3 2020, closing a stake of 2,128 shares — an estimated $25K sold.

Kore Private Wealth first reported a position in VMO in Q4 2019 and held it in 3 quarters. The position peaked at $26K in Q4 2019. 88 funds tracked by Wall St. Rank hold VMO as of Q3 2020.

  • Kore Private Wealth reported no remaining Invesco Municipal Opportunity Trust position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 2,128 Invesco Municipal Opportunity Trust shares in Q3 2020, an estimated $25K.
  • Kore Private Wealth first reported a position in Invesco Municipal Opportunity Trust in Q4 2019 and held it in 3 quarters.
  • Kore Private Wealth's Invesco Municipal Opportunity Trust position peaked at $26K in Q4 2019.
  • 88 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.