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

Peachtree 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
2015 Q2	–	Sell	-25,000	Closed	-$324K	–	316
2015 Q1	$324K	Hold	25,000	–	–	0.23%	100
2014 Q4	$322K	Hold	25,000	–	–	0.22%	111
2014 Q3	$313K	Hold	25,000	–	–	0.21%	109
2014 Q2	$315K	Hold	25,000	–	–	0.21%	104
2014 Q1	$305K	Hold	25,000	–	–	0.21%	105
2013 Q4	$293K	Buy	+25,000	New	+$287K	0.2%	105

Other funds holding VMO

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

NVIM

New Vernon Investment Management Highland Park, Illinois $94.2M AUM 4.11% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Peachtree Investment Advisors's VMO Position: Q2 2015 in Review

Peachtree Investment Advisors sold out of Invesco Municipal Opportunity Trust (VMO) in Q2 2015, closing a stake of 25,000 shares — an estimated $324K sold.

Peachtree Investment Advisors first reported a position in VMO in Q4 2013 and held it in 6 quarters. The position peaked at $324K in Q1 2015. 71 funds tracked by Wall St. Rank hold VMO as of Q2 2015.

Peachtree Investment Advisors reported no remaining Invesco Municipal Opportunity Trust position as of Q2 2015 after selling out during the quarter.
Peachtree Investment Advisors sold 25,000 Invesco Municipal Opportunity Trust shares in Q2 2015, an estimated $324K.
Peachtree Investment Advisors first reported a position in Invesco Municipal Opportunity Trust in Q4 2013 and held it in 6 quarters.
Peachtree Investment Advisors's Invesco Municipal Opportunity Trust position peaked at $324K in Q1 2015.
71 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2015.

Based on Peachtree Investment Advisors's 13F filing for Q2 2015, filed 8 Jul 2015.