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Winthrop Partners - WNY’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Winthrop Partners - WNY’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
Q2 		– Sell
-219
Closed -$2.58K – 357
2018
Q1 		$2.58K Buy
+219
New +$2.61K ﹤0.01% 400

Other funds holding VMO

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SIA
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UBS Group
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Bank of America
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RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Winthrop Partners - WNY's VMO Position: Q2 2018 in Review

Winthrop Partners - WNY sold out of Invesco Municipal Opportunity Trust (VMO) in Q2 2018, closing a stake of 219 shares — an estimated $2.58K sold.

Winthrop Partners - WNY first reported a position in VMO in Q1 2018 and held it in 1 quarter. The position peaked at $2.58K in Q1 2018. 103 funds tracked by Wall St. Rank hold VMO as of Q2 2018.

  • Winthrop Partners - WNY reported no remaining Invesco Municipal Opportunity Trust position as of Q2 2018 after selling out during the quarter.
  • Winthrop Partners - WNY sold 219 Invesco Municipal Opportunity Trust shares in Q2 2018, an estimated $2.58K.
  • Winthrop Partners - WNY first reported a position in Invesco Municipal Opportunity Trust in Q1 2018 and held it in 1 quarter.
  • Winthrop Partners - WNY's Invesco Municipal Opportunity Trust position peaked at $2.58K in Q1 2018.
  • 103 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2018.

Based on Winthrop Partners - WNY's 13F filing for Q2 2018, filed 30 Jul 2018.