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

Powell 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
2020
Q1 		– Sell
-21,880
Closed -$270K – 129
2019
Q4 		$270K Buy
+21,880
New +$272K 0.28% 77

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

Powell Investment Advisors's VMO Position: Q1 2020 in Review

Powell Investment Advisors sold out of Invesco Municipal Opportunity Trust (VMO) in Q1 2020, closing a stake of 21,880 shares — an estimated $270K sold.

Powell Investment Advisors first reported a position in VMO in Q4 2019 and held it in 1 quarter. The position peaked at $270K in Q4 2019. 91 funds tracked by Wall St. Rank hold VMO as of Q1 2020.

  • Powell Investment Advisors reported no remaining Invesco Municipal Opportunity Trust position as of Q1 2020 after selling out during the quarter.
  • Powell Investment Advisors sold 21,880 Invesco Municipal Opportunity Trust shares in Q1 2020, an estimated $270K.
  • Powell Investment Advisors first reported a position in Invesco Municipal Opportunity Trust in Q4 2019 and held it in 1 quarter.
  • Powell Investment Advisors's Invesco Municipal Opportunity Trust position peaked at $270K in Q4 2019.
  • 91 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2020.

Based on Powell Investment Advisors's 13F filing for Q1 2020, filed 12 May 2020.