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WealthTrust Axiom’s Invesco Municipal Opportunity Trust VMO Stock Holding History

WealthTrust Axiom’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
-10,669
Closed -$125K – 200
2013
Q3 		$125K Sell
10,669
-2,000
-16% -$23.3K 0.05% 168
2013
Q2 		$164K Buy
+12,669
New +$175K 0.07% 160

Other funds holding VMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
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

WealthTrust Axiom's VMO Position: Q4 2013 in Review

WealthTrust Axiom sold out of Invesco Municipal Opportunity Trust (VMO) in Q4 2013, closing a stake of 10,669 shares — an estimated $125K sold.

WealthTrust Axiom first reported a position in VMO in Q2 2013 and held it in 2 quarters. The position peaked at $164K in Q2 2013. 76 funds tracked by Wall St. Rank hold VMO as of Q4 2013.

  • WealthTrust Axiom reported no remaining Invesco Municipal Opportunity Trust position as of Q4 2013 after selling out during the quarter.
  • WealthTrust Axiom sold 10,669 Invesco Municipal Opportunity Trust shares in Q4 2013, an estimated $125K.
  • WealthTrust Axiom first reported a position in Invesco Municipal Opportunity Trust in Q2 2013 and held it in 2 quarters.
  • WealthTrust Axiom's Invesco Municipal Opportunity Trust position peaked at $164K in Q2 2013.
  • 76 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q4 2013.

Based on WealthTrust Axiom's 13F filing for Q4 2013, filed 7 Feb 2014.