RIA
VTA

Realta Investment Advisors’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History

Realta Investment Advisors’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
2020
Q1 		– Sell
-308
Closed -$3K – 1557
2019
Q4 		$3K Hold
308
– – ﹤0.01% 1451
2019
Q3 		$3K Sell
308
-1,850
-86% -$20.4K ﹤0.01% 1471
2019
Q2 		$25K Buy
2,158
+1,850
+601% +$20.6K 0.01% 862
2019
Q1 		$3K Buy
+308
New +$3.35K ﹤0.01% 1189

Other funds holding VTA

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
HHGC
Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Realta Investment Advisors's VTA Position: Q1 2020 in Review

Realta Investment Advisors sold out of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) in Q1 2020, closing a stake of 308 shares — an estimated $3K sold.

Realta Investment Advisors first reported a position in VTA in Q1 2019 and held it in 4 quarters. The position peaked at $25K in Q2 2019. 96 funds tracked by Wall St. Rank hold VTA as of Q1 2020.

  • Realta Investment Advisors reported no remaining INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 308 INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND shares in Q1 2020, an estimated $3K.
  • Realta Investment Advisors first reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position peaked at $25K in Q2 2019.
  • 96 funds tracked by Wall St. Rank held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.