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Stifel Nicolaus & Co’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$130K Hold
11,071
– – ﹤0.01% 1418
2013
Q2 		$144K Buy
+11,071
New +$153K ﹤0.01% 1314

Other funds holding VMO

FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Stifel Nicolaus & Co's VMO Position: Q3 2013 in Review

Stifel Nicolaus & Co held its Invesco Municipal Opportunity Trust (VMO) position steady in Q3 2013 at 11,071 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

Stifel Nicolaus & Co first reported a position in VMO in Q2 2013 and has held it in 2 quarters since. The position peaked at $144K in Q2 2013. 68 funds tracked by Wall St. Rank hold VMO as of Q3 2013.

  • Stifel Nicolaus & Co held 11,071 shares of Invesco Municipal Opportunity Trust worth $130K as of Q3 2013.
  • Stifel Nicolaus & Co left its Invesco Municipal Opportunity Trust share count unchanged in Q3 2013.
  • Invesco Municipal Opportunity Trust made up ﹤0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #1418 holding.
  • Stifel Nicolaus & Co first reported a position in Invesco Municipal Opportunity Trust in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's Invesco Municipal Opportunity Trust position peaked at $144K in Q2 2013.
  • 68 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.