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Clear Perspective Advisors’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Clear Perspective Advisors’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
-2,393
Closed -$19K – 482
2017
Q3 		$19K Hold
2,393
– – 0.02% 290
2017
Q2 		$19K Hold
2,393
– – 0.02% 292
2017
Q1 		$18K Hold
2,393
– – 0.01% 278
2016
Q4 		$17K Buy
+2,393
New +$18K 0.01% 280

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
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

Clear Perspective Advisors's OIA Position: Q4 2017 in Review

Clear Perspective Advisors sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q4 2017, closing a stake of 2,393 shares — an estimated $19K sold.

Clear Perspective Advisors first reported a position in OIA in Q4 2016 and held it in 4 quarters. The position peaked at $19K in Q3 2017. 47 funds tracked by Wall St. Rank hold OIA as of Q4 2017.

  • Clear Perspective Advisors reported no remaining Invesco Municipal Income Opportunities Trust position as of Q4 2017 after selling out during the quarter.
  • Clear Perspective Advisors sold 2,393 Invesco Municipal Income Opportunities Trust shares in Q4 2017, an estimated $19K.
  • Clear Perspective Advisors first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2016 and held it in 4 quarters.
  • Clear Perspective Advisors's Invesco Municipal Income Opportunities Trust position peaked at $19K in Q3 2017.
  • 47 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q4 2017.

Based on Clear Perspective Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.