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Wilbanks Smith & Thomas Asset Management’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018
Q4 		– Sell
-2,578
Closed -$29K – 1275
2018
Q3 		$29K Buy
+2,578
New +$30.3K ﹤0.01% 803

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BI
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Fiera Capital (Canada)
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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's VMO Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Invesco Municipal Opportunity Trust (VMO) in Q4 2018, closing a stake of 2,578 shares — an estimated $29K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in VMO in Q3 2018 and held it in 1 quarter. The position peaked at $29K in Q3 2018. 96 funds tracked by Wall St. Rank hold VMO as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Invesco Municipal Opportunity Trust position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 2,578 Invesco Municipal Opportunity Trust shares in Q4 2018, an estimated $29K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Invesco Municipal Opportunity Trust in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Invesco Municipal Opportunity Trust position peaked at $29K in Q3 2018.
  • 96 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.