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

PBMares 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
2020
Q1 		– Sell
-28,201
Closed -$349K – 129
2019
Q4 		$349K Buy
+28,201
New +$350K 0.42% 76

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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PBMares Wealth Management's VMO Position: Q1 2020 in Review

PBMares Wealth Management sold out of Invesco Municipal Opportunity Trust (VMO) in Q1 2020, closing a stake of 28,201 shares — an estimated $349K sold.

PBMares Wealth Management first reported a position in VMO in Q4 2019 and held it in 1 quarter. The position peaked at $349K in Q4 2019. 91 funds tracked by Wall St. Rank hold VMO as of Q1 2020.

  • PBMares Wealth Management reported no remaining Invesco Municipal Opportunity Trust position as of Q1 2020 after selling out during the quarter.
  • PBMares Wealth Management sold 28,201 Invesco Municipal Opportunity Trust shares in Q1 2020, an estimated $349K.
  • PBMares Wealth Management first reported a position in Invesco Municipal Opportunity Trust in Q4 2019 and held it in 1 quarter.
  • PBMares Wealth Management's Invesco Municipal Opportunity Trust position peaked at $349K in Q4 2019.
  • 91 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2020.

Based on PBMares Wealth Management's 13F filing for Q1 2020, filed 17 Apr 2020.