BCI
OIA icon

Brinker Capital Investments’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Brinker Capital Investments’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
2019
Q3 		– Sell
-10,543
Closed -$81K – 888
2019
Q2 		$81K Buy
+10,543
New +$80.2K ﹤0.01% 524

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Brinker Capital Investments's OIA Position: Q3 2019 in Review

Brinker Capital Investments sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q3 2019, closing a stake of 10,543 shares — an estimated $81K sold.

Brinker Capital Investments first reported a position in OIA in Q2 2019 and held it in 1 quarter. The position peaked at $81K in Q2 2019. 54 funds tracked by Wall St. Rank hold OIA as of Q3 2019.

  • Brinker Capital Investments reported no remaining Invesco Municipal Income Opportunities Trust position as of Q3 2019 after selling out during the quarter.
  • Brinker Capital Investments sold 10,543 Invesco Municipal Income Opportunities Trust shares in Q3 2019, an estimated $81K.
  • Brinker Capital Investments first reported a position in Invesco Municipal Income Opportunities Trust in Q2 2019 and held it in 1 quarter.
  • Brinker Capital Investments's Invesco Municipal Income Opportunities Trust position peaked at $81K in Q2 2019.
  • 54 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q3 2019.

Based on Brinker Capital Investments's 13F filing for Q3 2019, filed 14 Nov 2019.