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United Capital Financial Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History

United Capital Financial 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
2013
Q4 		– Sell
-11,409
Closed -$134K – 767
2013
Q3 		$134K Hold
11,409
– – ﹤0.01% 659
2013
Q2 		$148K Buy
+11,409
New +$158K ﹤0.01% 670

Other funds holding VMO

RCM
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 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

United Capital Financial Advisors's VMO Position: Q4 2013 in Review

United Capital Financial Advisors sold out of Invesco Municipal Opportunity Trust (VMO) in Q4 2013, closing a stake of 11,409 shares — an estimated $134K sold.

United Capital Financial Advisors first reported a position in VMO in Q2 2013 and held it in 2 quarters. The position peaked at $148K in Q2 2013. 76 funds tracked by Wall St. Rank hold VMO as of Q4 2013.

  • United Capital Financial Advisors reported no remaining Invesco Municipal Opportunity Trust position as of Q4 2013 after selling out during the quarter.
  • United Capital Financial Advisors sold 11,409 Invesco Municipal Opportunity Trust shares in Q4 2013, an estimated $134K.
  • United Capital Financial Advisors first reported a position in Invesco Municipal Opportunity Trust in Q2 2013 and held it in 2 quarters.
  • United Capital Financial Advisors's Invesco Municipal Opportunity Trust position peaked at $148K in Q2 2013.
  • 76 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q4 2013.

Based on United Capital Financial Advisors's 13F filing for Q4 2013, filed 13 Feb 2014.