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Telemus Capital’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Telemus Capital’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
-104,299
Closed -$1.49M – 349
2016
Q3 		$1.49M Hold
104,299
– – 0.17% 114
2016
Q2 		$1.55M Hold
104,299
– – 0.19% 106
2016
Q1 		$1.46M Buy
+104,299
New +$1.41M 0.24% 99

Other funds holding VMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Telemus Capital's VMO Position: Q4 2016 in Review

Telemus Capital sold out of Invesco Municipal Opportunity Trust (VMO) in Q4 2016, closing a stake of 104,299 shares — an estimated $1.49M sold.

Telemus Capital first reported a position in VMO in Q1 2016 and held it in 3 quarters. The position peaked at $1.55M in Q2 2016. 73 funds tracked by Wall St. Rank hold VMO as of Q4 2016.

  • Telemus Capital reported no remaining Invesco Municipal Opportunity Trust position as of Q4 2016 after selling out during the quarter.
  • Telemus Capital sold 104,299 Invesco Municipal Opportunity Trust shares in Q4 2016, an estimated $1.49M.
  • Telemus Capital first reported a position in Invesco Municipal Opportunity Trust in Q1 2016 and held it in 3 quarters.
  • Telemus Capital's Invesco Municipal Opportunity Trust position peaked at $1.55M in Q2 2016.
  • 73 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q4 2016.

Based on Telemus Capital's 13F filing for Q4 2016, filed 24 Jan 2017.