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Financial & Investment Management Group’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Financial & Investment Management Group’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
2014
Q2 		– Sell
-99,000
Closed -$653K – 111
2014
Q1 		$653K Hold
99,000
– – 0.19% 80
2013
Q4 		$614K Buy
+99,000
New +$610K 0.19% 82

Other funds holding OIA

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial & Investment Management Group's OIA Position: Q2 2014 in Review

Financial & Investment Management Group sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q2 2014, closing a stake of 99,000 shares — an estimated $653K sold.

Financial & Investment Management Group first reported a position in OIA in Q4 2013 and held it in 2 quarters. The position peaked at $653K in Q1 2014. 49 funds tracked by Wall St. Rank hold OIA as of Q2 2014.

  • Financial & Investment Management Group reported no remaining Invesco Municipal Income Opportunities Trust position as of Q2 2014 after selling out during the quarter.
  • Financial & Investment Management Group sold 99,000 Invesco Municipal Income Opportunities Trust shares in Q2 2014, an estimated $653K.
  • Financial & Investment Management Group first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2013 and held it in 2 quarters.
  • Financial & Investment Management Group's Invesco Municipal Income Opportunities Trust position peaked at $653K in Q1 2014.
  • 49 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2014.

Based on Financial & Investment Management Group's 13F filing for Q2 2014, filed 10 Jul 2014.