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Sutton Wealth Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Sutton Wealth 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
2016
Q4 		– Sell
-3,593
Closed -$51.2K – 1081
2016
Q3 		$51.2K Hold
3,593
– – 0.05% 255
2016
Q2 		$53.5K Hold
3,593
– – 0.05% 240
2016
Q1 		$50.2K Buy
+3,593
New +$48.7K 0.05% 246

Other funds holding VMO

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
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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Sutton Wealth Advisors's VMO Position: Q4 2016 in Review

Sutton Wealth Advisors sold out of Invesco Municipal Opportunity Trust (VMO) in Q4 2016, closing a stake of 3,593 shares — an estimated $51.2K sold.

Sutton Wealth Advisors first reported a position in VMO in Q1 2016 and held it in 3 quarters. The position peaked at $53.5K in Q2 2016. 73 funds tracked by Wall St. Rank hold VMO as of Q4 2016.

  • Sutton Wealth Advisors reported no remaining Invesco Municipal Opportunity Trust position as of Q4 2016 after selling out during the quarter.
  • Sutton Wealth Advisors sold 3,593 Invesco Municipal Opportunity Trust shares in Q4 2016, an estimated $51.2K.
  • Sutton Wealth Advisors first reported a position in Invesco Municipal Opportunity Trust in Q1 2016 and held it in 3 quarters.
  • Sutton Wealth Advisors's Invesco Municipal Opportunity Trust position peaked at $53.5K in Q2 2016.
  • 73 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q4 2016.

Based on Sutton Wealth Advisors's 13F filing for Q4 2016, filed 6 Nov 2023.