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

Doliver 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
2018 Q3	–	Sell	-11,100	Closed	-$84K	–	286
2018 Q2	$84K	Buy	+11,100	New	+$82.9K	0.04%	302
2017 Q1	–	Sell	-67,456	Closed	-$484K	–	265
2016 Q4	$484K	Buy	+67,456	New	+$508K	0.41%	78
2015 Q3	–	Sell	-38,427	Closed	-$257K	–	255
2015 Q2	$257K	Buy	+38,427	New	+$265K	0.17%	184
2014 Q4	–	Sell	-10,787	Closed	-$73K	–	279
2014 Q3	$73K	Buy	+10,787	New	+$74.1K	0.05%	271
2013 Q4	–	Sell	-16,045	Closed	-$102K	–	317
2013 Q3	$102K	Sell	16,045 -94,314	-85%	-$588K	0.06%	341
2013 Q2	$728K	Buy	+110,359	New	+$773K	0.43%	52

Other funds holding OIA

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Doliver Advisors's OIA Position: Q3 2018 in Review

Doliver Advisors sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q3 2018, closing a stake of 11,100 shares — an estimated $84K sold.

Doliver Advisors first reported a position in OIA in Q2 2013 and held it in 6 quarters. The position peaked at $728K in Q2 2013. 51 funds tracked by Wall St. Rank hold OIA as of Q3 2018.

Doliver Advisors reported no remaining Invesco Municipal Income Opportunities Trust position as of Q3 2018 after selling out during the quarter.
Doliver Advisors sold 11,100 Invesco Municipal Income Opportunities Trust shares in Q3 2018, an estimated $84K.
Doliver Advisors first reported a position in Invesco Municipal Income Opportunities Trust in Q2 2013 and held it in 6 quarters.
Doliver Advisors's Invesco Municipal Income Opportunities Trust position peaked at $728K in Q2 2013.
51 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q3 2018.

Based on Doliver Advisors's 13F filing for Q3 2018, filed 2 Nov 2018.