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Merriman Wealth Management’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Merriman Wealth 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
2019
Q3 		– Sell
-18,000
Closed -$2.2K – 200
2019
Q2 		$2.2K Sell
18,000
-4,000
-18% -$48.1K 0.04% 167
2019
Q1 		$262K Sell
22,000
-6,000
-21% -$70.6K 0.05% 174
2018
Q4 		$319K Buy
+28,000
New +$311K 0.07% 116

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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Merriman Wealth Management's VMO Position: Q3 2019 in Review

Merriman Wealth Management sold out of Invesco Municipal Opportunity Trust (VMO) in Q3 2019, closing a stake of 18,000 shares — an estimated $2.2K sold.

Merriman Wealth Management first reported a position in VMO in Q4 2018 and held it in 3 quarters. The position peaked at $319K in Q4 2018. 88 funds tracked by Wall St. Rank hold VMO as of Q3 2019.

  • Merriman Wealth Management reported no remaining Invesco Municipal Opportunity Trust position as of Q3 2019 after selling out during the quarter.
  • Merriman Wealth Management sold 18,000 Invesco Municipal Opportunity Trust shares in Q3 2019, an estimated $2.2K.
  • Merriman Wealth Management first reported a position in Invesco Municipal Opportunity Trust in Q4 2018 and held it in 3 quarters.
  • Merriman Wealth Management's Invesco Municipal Opportunity Trust position peaked at $319K in Q4 2018.
  • 88 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q3 2019.

Based on Merriman Wealth Management's 13F filing for Q3 2019, filed 18 Oct 2019.