Concert Wealth Management’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Concert Wealth Management’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
2016 Q4	–	Sell	-12,864	Closed	-$106K	–	782
2016 Q3	$106K	Buy	+12,864	New	+$105K	0.01%	739
2013 Q4	–	Sell	-33,208	Closed	-$210K	–	558
2013 Q3	$210K	Hold	33,208	–	–	0.03%	474
2013 Q2	$220K	Buy	+33,208	New	+$233K	0.03%	424

Other funds holding OIA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Concert Wealth Management's OIA Position: Q4 2016 in Review

Concert Wealth Management sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q4 2016, closing a stake of 12,864 shares — an estimated $106K sold.

Concert Wealth Management first reported a position in OIA in Q2 2013 and held it in 3 quarters. The position peaked at $220K in Q2 2013. 54 funds tracked by Wall St. Rank hold OIA as of Q4 2016.

Concert Wealth Management reported no remaining Invesco Municipal Income Opportunities Trust position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 12,864 Invesco Municipal Income Opportunities Trust shares in Q4 2016, an estimated $106K.
Concert Wealth Management first reported a position in Invesco Municipal Income Opportunities Trust in Q2 2013 and held it in 3 quarters.
Concert Wealth Management's Invesco Municipal Income Opportunities Trust position peaked at $220K in Q2 2013.
54 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.