PIM
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Parasol Investment Management’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Parasol Investment 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
2015
Q4 		– Sell
-4
Closed – – 164
2015
Q3 		$0 Hold
4
– – ﹤0.01% 232
2015
Q2 		$0 Hold
4
– – ﹤0.01% 272
2015
Q1 		$0 Hold
4
– – ﹤0.01% 297
2014
Q4 		$0 Buy
+4
New +$51 ﹤0.01% 314

Other funds holding VMO

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NVIM
New Vernon Investment Management Highland Park, Illinois $94.2M AUM 4.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Parasol Investment Management's VMO Position: Q4 2015 in Review

Parasol Investment Management sold out of Invesco Municipal Opportunity Trust (VMO) in Q4 2015, closing a stake of 4 shares.

Parasol Investment Management first reported a position in VMO in Q4 2014 and held it in 4 quarters. The position peaked at $0 in Q3 2015. 76 funds tracked by Wall St. Rank hold VMO as of Q4 2015.

  • Parasol Investment Management reported no remaining Invesco Municipal Opportunity Trust position as of Q4 2015 after selling out during the quarter.
  • Parasol Investment Management sold 4 Invesco Municipal Opportunity Trust shares in Q4 2015.
  • Parasol Investment Management first reported a position in Invesco Municipal Opportunity Trust in Q4 2014 and held it in 4 quarters.
  • Parasol Investment Management's Invesco Municipal Opportunity Trust position peaked at $0 in Q3 2015.
  • 76 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q4 2015.

Based on Parasol Investment Management's 13F filing for Q4 2015, filed 20 Jan 2016.