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D'Orazio & Associates’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

D'Orazio & Associates’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
Q2 		– Sell
-1,300
Closed -$9K – 316
2016
Q1 		$9K Buy
+1,300
New +$9.71K ﹤0.01% 221

Other funds holding OIA

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

D'Orazio & Associates's OIA Position: Q2 2016 in Review

D'Orazio & Associates sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q2 2016, closing a stake of 1,300 shares — an estimated $9K sold.

D'Orazio & Associates first reported a position in OIA in Q1 2016 and held it in 1 quarter. The position peaked at $9K in Q1 2016. 48 funds tracked by Wall St. Rank hold OIA as of Q2 2016.

  • D'Orazio & Associates reported no remaining Invesco Municipal Income Opportunities Trust position as of Q2 2016 after selling out during the quarter.
  • D'Orazio & Associates sold 1,300 Invesco Municipal Income Opportunities Trust shares in Q2 2016, an estimated $9K.
  • D'Orazio & Associates first reported a position in Invesco Municipal Income Opportunities Trust in Q1 2016 and held it in 1 quarter.
  • D'Orazio & Associates's Invesco Municipal Income Opportunities Trust position peaked at $9K in Q1 2016.
  • 48 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2016.

Based on D'Orazio & Associates's 13F filing for Q2 2016, filed 9 Aug 2016.