WCM
VTA

Wealthcare Capital Management’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History

Wealthcare Capital Management’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
2015
Q2 		– Sell
-701
Closed -$8K – 931
2015
Q1 		$8K Buy
+701
New +$8.3K ﹤0.01% 548

Other funds holding VTA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return

Wealthcare Capital Management's VTA Position: Q2 2015 in Review

Wealthcare Capital Management sold out of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) in Q2 2015, closing a stake of 701 shares — an estimated $8K sold.

Wealthcare Capital Management first reported a position in VTA in Q1 2015 and held it in 1 quarter. The position peaked at $8K in Q1 2015. 66 funds tracked by Wall St. Rank hold VTA as of Q2 2015.

  • Wealthcare Capital Management reported no remaining INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 701 INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND shares in Q2 2015, an estimated $8K.
  • Wealthcare Capital Management first reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position peaked at $8K in Q1 2015.
  • 66 funds tracked by Wall St. Rank held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.