AIC
IIM icon

Ameritas Investment Company’s Invesco Value Municipal Income Trust IIM Stock Holding History

Ameritas Investment Company’s Portfolio IIM Stock Details IIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,040
Closed -$14K – 1390
2018
Q4 		$14K Buy
+1,040
New +$13.9K ﹤0.01% 959

Other funds holding IIM

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
DLG
Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameritas Investment Company's IIM Position: Q1 2019 in Review

Ameritas Investment Company sold out of Invesco Value Municipal Income Trust (IIM) in Q1 2019, closing a stake of 1,040 shares — an estimated $14K sold.

Ameritas Investment Company first reported a position in IIM in Q4 2018 and held it in 1 quarter. The position peaked at $14K in Q4 2018. 86 funds tracked by Wall St. Rank hold IIM as of Q1 2019.

  • Ameritas Investment Company reported no remaining Invesco Value Municipal Income Trust position as of Q1 2019 after selling out during the quarter.
  • Ameritas Investment Company sold 1,040 Invesco Value Municipal Income Trust shares in Q1 2019, an estimated $14K.
  • Ameritas Investment Company first reported a position in Invesco Value Municipal Income Trust in Q4 2018 and held it in 1 quarter.
  • Ameritas Investment Company's Invesco Value Municipal Income Trust position peaked at $14K in Q4 2018.
  • 86 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q1 2019.

Based on Ameritas Investment Company's 13F filing for Q1 2019, filed 16 May 2019.