BOH
OIA icon

Bank of Hawaii’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Bank of Hawaii’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
2018
Q4 		– Sell
-13,403
Closed -$103K – 333
2018
Q3 		$103K Hold
13,403
– – 0.01% 318
2018
Q2 		$101K Hold
13,403
– – 0.01% 323
2018
Q1 		$99K Hold
13,403
– – 0.01% 323
2017
Q4 		$107K Hold
13,403
– – 0.01% 317
2017
Q3 		$106K Buy
13,403
+60
+0.4% +$473 0.01% 306
2017
Q2 		$103K Buy
+13,343
New +$105K 0.01% 299

Other funds holding OIA

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Bank of Hawaii's OIA Position: Q4 2018 in Review

Bank of Hawaii sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q4 2018, closing a stake of 13,403 shares — an estimated $103K sold.

Bank of Hawaii first reported a position in OIA in Q2 2017 and held it in 6 quarters. The position peaked at $107K in Q4 2017. 57 funds tracked by Wall St. Rank hold OIA as of Q4 2018.

  • Bank of Hawaii reported no remaining Invesco Municipal Income Opportunities Trust position as of Q4 2018 after selling out during the quarter.
  • Bank of Hawaii sold 13,403 Invesco Municipal Income Opportunities Trust shares in Q4 2018, an estimated $103K.
  • Bank of Hawaii first reported a position in Invesco Municipal Income Opportunities Trust in Q2 2017 and held it in 6 quarters.
  • Bank of Hawaii's Invesco Municipal Income Opportunities Trust position peaked at $107K in Q4 2017.
  • 57 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q4 2018.

Based on Bank of Hawaii's 13F filing for Q4 2018, filed 13 Feb 2019.