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Sargent Bickham Lagudis’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Sargent Bickham Lagudis’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
2016
Q3 		– Sell
-368
Closed -$4K – 781
2016
Q2 		$4K Hold
368
– – ﹤0.01% 630
2016
Q1 		$4K Buy
+368
New +$4.99K ﹤0.01% 655

Other funds holding VMO

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Sargent Bickham Lagudis's VMO Position: Q3 2016 in Review

Sargent Bickham Lagudis sold out of Invesco Municipal Opportunity Trust (VMO) in Q3 2016, closing a stake of 368 shares — an estimated $4K sold.

Sargent Bickham Lagudis first reported a position in VMO in Q1 2016 and held it in 2 quarters. The position peaked at $4K in Q2 2016. 72 funds tracked by Wall St. Rank hold VMO as of Q3 2016.

  • Sargent Bickham Lagudis reported no remaining Invesco Municipal Opportunity Trust position as of Q3 2016 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 368 Invesco Municipal Opportunity Trust shares in Q3 2016, an estimated $4K.
  • Sargent Bickham Lagudis first reported a position in Invesco Municipal Opportunity Trust in Q1 2016 and held it in 2 quarters.
  • Sargent Bickham Lagudis's Invesco Municipal Opportunity Trust position peaked at $4K in Q2 2016.
  • 72 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q3 2016.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2016, filed 13 Sep 2021.