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

TCI 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
2015
Q2 		– Sell
-224
Closed -$3K – 1009
2015
Q1 		$3K Hold
224
– – ﹤0.01% 690
2014
Q4 		$3K Hold
224
– – ﹤0.01% 687
2014
Q3 		$3K Buy
+224
New +$2.79K ﹤0.01% 687

Other funds holding VMO

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
NVIM
New Vernon Investment Management Highland Park, Illinois $94.2M AUM 4.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCI Wealth Advisors's VMO Position: Q2 2015 in Review

TCI Wealth Advisors sold out of Invesco Municipal Opportunity Trust (VMO) in Q2 2015, closing a stake of 224 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in VMO in Q3 2014 and held it in 3 quarters. The position peaked at $3K in Q1 2015. 71 funds tracked by Wall St. Rank hold VMO as of Q2 2015.

  • TCI Wealth Advisors reported no remaining Invesco Municipal Opportunity Trust position as of Q2 2015 after selling out during the quarter.
  • TCI Wealth Advisors sold 224 Invesco Municipal Opportunity Trust shares in Q2 2015, an estimated $3K.
  • TCI Wealth Advisors first reported a position in Invesco Municipal Opportunity Trust in Q3 2014 and held it in 3 quarters.
  • TCI Wealth Advisors's Invesco Municipal Opportunity Trust position peaked at $3K in Q1 2015.
  • 71 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2015.

Based on TCI Wealth Advisors's 13F filing for Q2 2015, filed 10 Aug 2015.