PAG
VTA

Pinnacle Advisory Group’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History

Pinnacle Advisory Group’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
Q3 		– Sell
-15,940
Closed -$191K – 192
2017
Q2 		$191K Hold
15,940
– – 0.01% 181
2017
Q1 		$195K Buy
+15,940
New +$197K 0.01% 185

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 0.66% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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

Pinnacle Advisory Group's VTA Position: Q3 2017 in Review

Pinnacle Advisory Group sold out of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) in Q3 2017, closing a stake of 15,940 shares — an estimated $191K sold.

Pinnacle Advisory Group first reported a position in VTA in Q1 2017 and held it in 2 quarters. The position peaked at $195K in Q1 2017. 75 funds tracked by Wall St. Rank hold VTA as of Q3 2017.

  • Pinnacle Advisory Group reported no remaining INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position as of Q3 2017 after selling out during the quarter.
  • Pinnacle Advisory Group sold 15,940 INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND shares in Q3 2017, an estimated $191K.
  • Pinnacle Advisory Group first reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in Q1 2017 and held it in 2 quarters.
  • Pinnacle Advisory Group's INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position peaked at $195K in Q1 2017.
  • 75 funds tracked by Wall St. Rank held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND as of Q3 2017.

Based on Pinnacle Advisory Group's 13F filing for Q3 2017, filed 25 Oct 2017.