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Arvest Bank Trust Division’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Arvest Bank Trust Division’s Portfolio OIA Stock Details OIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-13,066
Closed -$88K – 127
2015
Q3 		$88K Hold
13,066
– – 0.01% 117
2015
Q2 		$87K Buy
+13,066
New +$90.2K 0.01% 117

Other funds holding OIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Arvest Bank Trust Division's OIA Position: Q4 2015 in Review

Arvest Bank Trust Division sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q4 2015, closing a stake of 13,066 shares — an estimated $88K sold.

Arvest Bank Trust Division first reported a position in OIA in Q2 2015 and held it in 2 quarters. The position peaked at $88K in Q3 2015. 53 funds tracked by Wall St. Rank hold OIA as of Q4 2015.

  • Arvest Bank Trust Division reported no remaining Invesco Municipal Income Opportunities Trust position as of Q4 2015 after selling out during the quarter.
  • Arvest Bank Trust Division sold 13,066 Invesco Municipal Income Opportunities Trust shares in Q4 2015, an estimated $88K.
  • Arvest Bank Trust Division first reported a position in Invesco Municipal Income Opportunities Trust in Q2 2015 and held it in 2 quarters.
  • Arvest Bank Trust Division's Invesco Municipal Income Opportunities Trust position peaked at $88K in Q3 2015.
  • 53 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q4 2015.

Based on Arvest Bank Trust Division's 13F filing for Q4 2015, filed 8 Feb 2016.