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WFG Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History

WFG Advisors’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
2014
Q1 		– Sell
-1,004
Closed -$12K – 2240
2013
Q4 		$12K Hold
1,004
– – ﹤0.01% 1528
2013
Q3 		$12K Hold
1,004
– – ﹤0.01% 1468
2013
Q2 		$13K Buy
+1,004
New +$13.9K ﹤0.01% 1379

Other funds holding VMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NVIM
New Vernon Investment Management Highland Park, Illinois $94.2M AUM 4.11% 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
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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

WFG Advisors's VMO Position: Q1 2014 in Review

WFG Advisors sold out of Invesco Municipal Opportunity Trust (VMO) in Q1 2014, closing a stake of 1,004 shares — an estimated $12K sold.

WFG Advisors first reported a position in VMO in Q2 2013 and held it in 3 quarters. The position peaked at $13K in Q2 2013. 69 funds tracked by Wall St. Rank hold VMO as of Q1 2014.

  • WFG Advisors reported no remaining Invesco Municipal Opportunity Trust position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 1,004 Invesco Municipal Opportunity Trust shares in Q1 2014, an estimated $12K.
  • WFG Advisors first reported a position in Invesco Municipal Opportunity Trust in Q2 2013 and held it in 3 quarters.
  • WFG Advisors's Invesco Municipal Opportunity Trust position peaked at $13K in Q2 2013.
  • 69 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.