SIM
VTA

Sonora Investment Management’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History

Sonora Investment Management’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
2017
Q3 		– Sell
-2,937
Closed -$35.3K – 1235
2017
Q2 		$35.3K Hold
2,937
– – 0.01% 391
2017
Q1 		$35.9K Hold
2,937
– – 0.01% 378
2016
Q4 		$36.1K Hold
2,937
– – 0.01% 337
2016
Q3 		$34.5K Hold
2,937
– – 0.01% 337
2016
Q2 		$32.4K Hold
2,937
– – 0.01% 318
2016
Q1 		$31.7K Buy
+2,937
New +$30K 0.01% 353

Other funds holding VTA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sonora Investment Management's VTA Position: Q3 2017 in Review

Sonora Investment Management sold out of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) in Q3 2017, closing a stake of 2,937 shares — an estimated $35.3K sold.

Sonora Investment Management first reported a position in VTA in Q1 2016 and held it in 6 quarters. The position peaked at $36.1K in Q4 2016. 75 funds tracked by Wall St. Rank hold VTA as of Q3 2017.

  • Sonora Investment Management reported no remaining INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position as of Q3 2017 after selling out during the quarter.
  • Sonora Investment Management sold 2,937 INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND shares in Q3 2017, an estimated $35.3K.
  • Sonora Investment Management first reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in Q1 2016 and held it in 6 quarters.
  • Sonora Investment Management's INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position peaked at $36.1K in Q4 2016.
  • 75 funds tracked by Wall St. Rank held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND as of Q3 2017.

Based on Sonora Investment Management's 13F filing for Q3 2017, filed 12 Oct 2017.