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

Greenwich 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
2017
Q2 		– Sell
-36,731
Closed -$277K – 191
2017
Q1 		$277K Sell
36,731
-29,205
-44% -$219K 0.04% 140
2016
Q4 		$473K Buy
65,936
+2,137
+3% +$16.1K 0.06% 131
2016
Q3 		$529K Sell
63,799
-5,181
-8% -$42.2K 0.09% 125
2016
Q2 		$561K Sell
68,980
-193
-0.3% -$1.51K 0.14% 114
2016
Q1 		$531K Sell
69,173
-46,706
-40% -$349K 0.14% 116
2015
Q4 		$845K Hold
115,879
– – 0.21% 86
2015
Q3 		$783K Buy
115,879
+4,300
+4% +$28.9K 0.19% 107
2015
Q2 		$745K Buy
111,579
+8,997
+9% +$62.1K 0.1% 118
2015
Q1 		$727K Buy
102,582
+1,650
+2% +$11.6K 0.08% 117
2014
Q4 		$705K Sell
100,932
-4,105
-4% -$28K 0.05% 122
2014
Q3 		$713K Sell
105,037
-8,000
-7% -$55K 0.05% 124
2014
Q2 		$787K Buy
113,037
+100
+0.1% +$692 0.05% 110
2014
Q1 		$745K Sell
112,937
-16,260
-13% -$106K 0.05% 111
2013
Q4 		$801K Buy
129,197
+41,199
+47% +$254K 0.08% 111
2013
Q3 		$557K Buy
+87,998
New +$549K 0.04% 114

Other funds holding OIA

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Greenwich Wealth Management's OIA Position: Q2 2017 in Review

Greenwich Wealth Management sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q2 2017, closing a stake of 36,731 shares — an estimated $277K sold.

Greenwich Wealth Management first reported a position in OIA in Q3 2013 and held it in 15 quarters. The position peaked at $845K in Q4 2015. 47 funds tracked by Wall St. Rank hold OIA as of Q2 2017.

  • Greenwich Wealth Management reported no remaining Invesco Municipal Income Opportunities Trust position as of Q2 2017 after selling out during the quarter.
  • Greenwich Wealth Management sold 36,731 Invesco Municipal Income Opportunities Trust shares in Q2 2017, an estimated $277K.
  • Greenwich Wealth Management first reported a position in Invesco Municipal Income Opportunities Trust in Q3 2013 and held it in 15 quarters.
  • Greenwich Wealth Management's Invesco Municipal Income Opportunities Trust position peaked at $845K in Q4 2015.
  • 47 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2017.

Based on Greenwich Wealth Management's 13F filing for Q2 2017, filed 14 Aug 2017.