Winslow Evans & Crocker’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Winslow Evans & Crocker’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
2016 Q4	–	Sell	-2,400	Closed	-$34.2K	–	1318
2016 Q3	$34.2K	Buy	+2,400	New	+$35K	0.01%	628
2014 Q1	–	Sell	-200	Closed	-$2K	–	1395
2013 Q4	$2K	Buy	+200	New	+$2.3K	﹤0.01%	1312

Other funds holding VMO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Winslow Evans & Crocker's VMO Position: Q4 2016 in Review

Winslow Evans & Crocker sold out of Invesco Municipal Opportunity Trust (VMO) in Q4 2016, closing a stake of 2,400 shares — an estimated $34.2K sold.

Winslow Evans & Crocker first reported a position in VMO in Q4 2013 and held it in 2 quarters. The position peaked at $34.2K in Q3 2016. 73 funds tracked by Wall St. Rank hold VMO as of Q4 2016.

Winslow Evans & Crocker reported no remaining Invesco Municipal Opportunity Trust position as of Q4 2016 after selling out during the quarter.
Winslow Evans & Crocker sold 2,400 Invesco Municipal Opportunity Trust shares in Q4 2016, an estimated $34.2K.
Winslow Evans & Crocker first reported a position in Invesco Municipal Opportunity Trust in Q4 2013 and held it in 2 quarters.
Winslow Evans & Crocker's Invesco Municipal Opportunity Trust position peaked at $34.2K in Q3 2016.
73 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q4 2016.

Based on Winslow Evans & Crocker's 13F filing for Q4 2016, filed 20 Jan 2017.