WDL
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Well Done LLC’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Well Done LLC’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
2019
Q1 		– Sell
-7,912
Closed -$88K – 632
2018
Q4 		$88K Buy
+7,912
New +$88K 0.02% 212
2018
Q2 		– Sell
-7,912
Closed -$93K – 501
2018
Q1 		$93K Buy
+7,912
New +$94.5K 0.03% 171

Other funds holding VMO

BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Parametric Portfolio Associates
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Well Done LLC's VMO Position: Q1 2019 in Review

Well Done LLC sold out of Invesco Municipal Opportunity Trust (VMO) in Q1 2019, closing a stake of 7,912 shares — an estimated $88K sold.

Well Done LLC first reported a position in VMO in Q1 2018 and held it in 2 quarters. The position peaked at $93K in Q1 2018. 82 funds tracked by Wall St. Rank hold VMO as of Q1 2019.

  • Well Done LLC reported no remaining Invesco Municipal Opportunity Trust position as of Q1 2019 after selling out during the quarter.
  • Well Done LLC sold 7,912 Invesco Municipal Opportunity Trust shares in Q1 2019, an estimated $88K.
  • Well Done LLC first reported a position in Invesco Municipal Opportunity Trust in Q1 2018 and held it in 2 quarters.
  • Well Done LLC's Invesco Municipal Opportunity Trust position peaked at $93K in Q1 2018.
  • 82 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.