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

Doyle 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
2019
Q3 		– Sell
-1,313
Closed -$10K – 576
2019
Q2 		$10K Buy
+1,313
New +$9.99K ﹤0.01% 632
2019
Q1 		– Sell
-1,313
Closed -$9K – 561
2018
Q4 		$9K Buy
+1,313
New +$9.5K ﹤0.01% 643

Other funds holding OIA

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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

Doyle Wealth Management's OIA Position: Q3 2019 in Review

Doyle Wealth Management sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q3 2019, closing a stake of 1,313 shares — an estimated $10K sold.

Doyle Wealth Management first reported a position in OIA in Q4 2018 and held it in 2 quarters. The position peaked at $10K in Q2 2019. 54 funds tracked by Wall St. Rank hold OIA as of Q3 2019.

  • Doyle Wealth Management reported no remaining Invesco Municipal Income Opportunities Trust position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 1,313 Invesco Municipal Income Opportunities Trust shares in Q3 2019, an estimated $10K.
  • Doyle Wealth Management first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Invesco Municipal Income Opportunities Trust position peaked at $10K in Q2 2019.
  • 54 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.