MCIA
VTA

Mountain Capital Investment Advisors’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History

Mountain Capital Investment Advisors’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
2017
Q4 		– Sell
-1,081
Closed -$13K – 476
2017
Q3 		$13K Hold
1,081
– – 0.01% 244
2017
Q2 		$13K Buy
+1,081
New +$13.1K 0.01% 272

Other funds holding VTA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Mountain Capital Investment Advisors's VTA Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) in Q4 2017, closing a stake of 1,081 shares — an estimated $13K sold.

Mountain Capital Investment Advisors first reported a position in VTA in Q2 2017 and held it in 2 quarters. The position peaked at $13K in Q3 2017. 90 funds tracked by Wall St. Rank hold VTA as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 1,081 INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND shares in Q4 2017, an estimated $13K.
  • Mountain Capital Investment Advisors first reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position peaked at $13K in Q3 2017.
  • 90 funds tracked by Wall St. Rank held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.