Riverstone Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Riverstone 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
2021 Q4	–	Sell	-11,775	Closed	-$161K	–	45
2021 Q3	$161K	Hold	11,775	–	–	0.07%	37
2021 Q2	$160K	Hold	11,775	–	–	0.08%	38
2021 Q1	$155K	Hold	11,775	–	–	0.08%	40
2020 Q4	$151K	Hold	11,775	–	–	0.08%	38
2020 Q3	$144K	Hold	11,775	–	–	0.1%	35
2020 Q2	$140K	Buy	+11,775	New	+$136K	0.1%	38

Other funds holding VMO

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

AAM

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

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

Riverstone Advisors's VMO Position: Q4 2021 in Review

Riverstone Advisors sold out of Invesco Municipal Opportunity Trust (VMO) in Q4 2021, closing a stake of 11,775 shares — an estimated $161K sold.

Riverstone Advisors first reported a position in VMO in Q2 2020 and held it in 6 quarters. The position peaked at $161K in Q3 2021. 88 funds tracked by Wall St. Rank hold VMO as of Q4 2021.

Riverstone Advisors reported no remaining Invesco Municipal Opportunity Trust position as of Q4 2021 after selling out during the quarter.
Riverstone Advisors sold 11,775 Invesco Municipal Opportunity Trust shares in Q4 2021, an estimated $161K.
Riverstone Advisors first reported a position in Invesco Municipal Opportunity Trust in Q2 2020 and held it in 6 quarters.
Riverstone Advisors's Invesco Municipal Opportunity Trust position peaked at $161K in Q3 2021.
88 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q4 2021.

Based on Riverstone Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.