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

Bank OZK’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
2017
Q4 		– Sell
-53,122
Closed -$419K – 141
2017
Q3 		$419K Buy
+53,122
New +$419K 0.17% 90

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UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank OZK's OIA Position: Q4 2017 in Review

Bank OZK sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q4 2017, closing a stake of 53,122 shares — an estimated $419K sold.

Bank OZK first reported a position in OIA in Q3 2017 and held it in 1 quarter. The position peaked at $419K in Q3 2017. 47 funds tracked by Wall St. Rank hold OIA as of Q4 2017.

  • Bank OZK reported no remaining Invesco Municipal Income Opportunities Trust position as of Q4 2017 after selling out during the quarter.
  • Bank OZK sold 53,122 Invesco Municipal Income Opportunities Trust shares in Q4 2017, an estimated $419K.
  • Bank OZK first reported a position in Invesco Municipal Income Opportunities Trust in Q3 2017 and held it in 1 quarter.
  • Bank OZK's Invesco Municipal Income Opportunities Trust position peaked at $419K in Q3 2017.
  • 47 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q4 2017.

Based on Bank OZK's 13F filing for Q4 2017, filed 5 Feb 2018.