PMFA
VMO icon

Plante Moran Financial Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Plante Moran Financial 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
2014
Q3 		– Sell
-625
Closed -$8K – 858
2014
Q2 		$8K Buy
+625
New +$7.79K 0.01% 592

Other funds holding VMO

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
NVIM
New Vernon Investment Management Highland Park, Illinois $81.7M AUM 8.29% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Plante Moran Financial Advisors's VMO Position: Q3 2014 in Review

Plante Moran Financial Advisors sold out of Invesco Municipal Opportunity Trust (VMO) in Q3 2014, closing a stake of 625 shares — an estimated $8K sold.

Plante Moran Financial Advisors first reported a position in VMO in Q2 2014 and held it in 1 quarter. The position peaked at $8K in Q2 2014. 70 funds tracked by Wall St. Rank hold VMO as of Q3 2014.

  • Plante Moran Financial Advisors reported no remaining Invesco Municipal Opportunity Trust position as of Q3 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 625 Invesco Municipal Opportunity Trust shares in Q3 2014, an estimated $8K.
  • Plante Moran Financial Advisors first reported a position in Invesco Municipal Opportunity Trust in Q2 2014 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Invesco Municipal Opportunity Trust position peaked at $8K in Q2 2014.
  • 70 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q3 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2014, filed 23 Oct 2014.