VWA
VTA

V Wealth Advisors’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History

V Wealth Advisors’s Portfolio VTA Stock Details VTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,130
Closed -$14K – 768
2017
Q2 		$14K Buy
+1,130
New +$13.7K 0.01% 513

Other funds holding VTA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Laurion Capital Management
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

V Wealth Advisors's VTA Position: Q3 2017 in Review

V Wealth Advisors sold out of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) in Q3 2017, closing a stake of 1,130 shares — an estimated $14K sold.

V Wealth Advisors first reported a position in VTA in Q2 2017 and held it in 1 quarter. The position peaked at $14K in Q2 2017. 75 funds tracked by Wall St. Rank hold VTA as of Q3 2017.

  • V Wealth Advisors reported no remaining INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 1,130 INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND shares in Q3 2017, an estimated $14K.
  • V Wealth Advisors first reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position peaked at $14K in Q2 2017.
  • 75 funds tracked by Wall St. Rank held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.