OWP
VTA

Obermeyer Wealth Partners’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History

Obermeyer Wealth Partners’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
2013
Q3 		– Sell
-250
Closed -$3K – 307
2013
Q2 		$3K Buy
+250
New +$3.35K ﹤0.01% 336

Other funds holding VTA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Obermeyer Wealth Partners's VTA Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) in Q3 2013, closing a stake of 250 shares — an estimated $3K sold.

Obermeyer Wealth Partners first reported a position in VTA in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 58 funds tracked by Wall St. Rank hold VTA as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 250 INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND shares in Q3 2013, an estimated $3K.
  • Obermeyer Wealth Partners first reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position peaked at $3K in Q2 2013.
  • 58 funds tracked by Wall St. Rank held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.