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Moneta Group Investment Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Moneta Group Investment Advisors’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
-4,553
Closed -$56K – 307
2019
Q2 		$56K Sell
4,553
-141
-3% -$1.7K 0.01% 229
2019
Q1 		$56K Buy
+4,694
New +$55.3K 0.01% 227

Other funds holding VMO

BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Moneta Group Investment Advisors's VMO Position: Q3 2019 in Review

Moneta Group Investment Advisors sold out of Invesco Municipal Opportunity Trust (VMO) in Q3 2019, closing a stake of 4,553 shares — an estimated $56K sold.

Moneta Group Investment Advisors first reported a position in VMO in Q1 2019 and held it in 2 quarters. The position peaked at $56K in Q2 2019. 88 funds tracked by Wall St. Rank hold VMO as of Q3 2019.

  • Moneta Group Investment Advisors reported no remaining Invesco Municipal Opportunity Trust position as of Q3 2019 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 4,553 Invesco Municipal Opportunity Trust shares in Q3 2019, an estimated $56K.
  • Moneta Group Investment Advisors first reported a position in Invesco Municipal Opportunity Trust in Q1 2019 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Invesco Municipal Opportunity Trust position peaked at $56K in Q2 2019.
  • 88 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q3 2019.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.