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 $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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.