GI
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Gradient Investments’s Invesco Value Municipal Income Trust IIM Stock Holding History

Gradient Investments’s Portfolio IIM Stock Details IIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-367
Closed -$5K – 549
2013
Q2 		$5K Buy
+367
New +$5.7K ﹤0.01% 308

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AAM
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
DLG
Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return
TC
TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Gradient Investments's IIM Position: Q3 2013 in Review

Gradient Investments sold out of Invesco Value Municipal Income Trust (IIM) in Q3 2013, closing a stake of 367 shares — an estimated $5K sold.

Gradient Investments first reported a position in IIM in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 58 funds tracked by Wall St. Rank hold IIM as of Q3 2013.

  • Gradient Investments reported no remaining Invesco Value Municipal Income Trust position as of Q3 2013 after selling out during the quarter.
  • Gradient Investments sold 367 Invesco Value Municipal Income Trust shares in Q3 2013, an estimated $5K.
  • Gradient Investments first reported a position in Invesco Value Municipal Income Trust in Q2 2013 and held it in 1 quarter.
  • Gradient Investments's Invesco Value Municipal Income Trust position peaked at $5K in Q2 2013.
  • 58 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q3 2013.

Based on Gradient Investments's 13F filing for Q3 2013, filed 15 Oct 2013.