Zions Bancorporation’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Zions Bancorporation’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
2020 Q2	–	Sell	-1,779	Closed	-$20K	–	977
2020 Q1	$20K	Hold	1,779	–	–	﹤0.01%	465
2019 Q4	$22K	Hold	1,779	–	–	﹤0.01%	586
2019 Q3	$22K	Hold	1,779	–	–	﹤0.01%	577
2019 Q2	$22K	Hold	1,779	–	–	﹤0.01%	533
2019 Q1	$21K	Hold	1,779	–	–	﹤0.01%	571
2018 Q4	$20K	Hold	1,779	–	–	0.01%	269
2018 Q3	$20K	Hold	1,779	–	–	﹤0.01%	486
2018 Q2	$21K	Hold	1,779	–	–	0.01%	273
2018 Q1	$21K	Buy	+1,779	New	+$21.2K	﹤0.01%	343
2017 Q4	–	Sell	-1,779	Closed	-$23K	–	959
2017 Q3	$23K	Hold	1,779	–	–	﹤0.01%	714
2017 Q2	$23K	Hold	1,779	–	–	﹤0.01%	273
2017 Q1	$23K	Hold	1,779	–	–	﹤0.01%	269
2016 Q4	$23K	Hold	1,779	–	–	﹤0.01%	354
2016 Q3	$25K	Hold	1,779	–	–	﹤0.01%	337
2016 Q2	$27K	Hold	1,779	–	–	﹤0.01%	284
2016 Q1	$25K	Buy	1,779 +18	+1%	+$244	﹤0.01%	348
2015 Q4	$23K	Buy	+1,761	New	+$22.5K	﹤0.01%	333
2015 Q3	–	Sell	-1,716	Closed	-$21K	–	872
2015 Q2	$21K	Buy	+1,716	New	+$21.7K	﹤0.01%	210

Other funds holding VMO

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Zions Bancorporation's VMO Position: Q2 2020 in Review

Zions Bancorporation sold out of Invesco Municipal Opportunity Trust (VMO) in Q2 2020, closing a stake of 1,779 shares — an estimated $20K sold.

Zions Bancorporation first reported a position in VMO in Q2 2015 and held it in 18 quarters. The position peaked at $27K in Q2 2016. 91 funds tracked by Wall St. Rank hold VMO as of Q2 2020.

Zions Bancorporation reported no remaining Invesco Municipal Opportunity Trust position as of Q2 2020 after selling out during the quarter.
Zions Bancorporation sold 1,779 Invesco Municipal Opportunity Trust shares in Q2 2020, an estimated $20K.
Zions Bancorporation first reported a position in Invesco Municipal Opportunity Trust in Q2 2015 and held it in 18 quarters.
Zions Bancorporation's Invesco Municipal Opportunity Trust position peaked at $27K in Q2 2016.
91 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q2 2020.

Based on Zions Bancorporation's 13F filing for Q2 2020, filed 13 Aug 2020.