SG
VMO icon

Strid Group’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Strid Group’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
2017
Q4 		– Sell
-10,000
Closed -$130K – 36
2017
Q3 		$130K Hold
10,000
– – 0.05% 28
2017
Q2 		$131K Buy
+10,000
New +$131K 0.06% 28
2016
Q4 		$127K Hold
10,000
– – 0.05% 32
2016
Q3 		$143K Hold
10,000
– – 0.06% 28
2016
Q2 		$149K Hold
10,000
– – 0.06% 41
2016
Q1 		$140K Hold
10,000
– – 0.09% 36
2015
Q4 		$132K Buy
+10,000
New +$128K 0.06% 43

Other funds holding VMO

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
PAM
PT Asset Management Chicago, Illinois $13.7M AUM 9.34% 1-Year Est. Return