Gupta Wealth Management’s Invesco Value Municipal Income Trust IIM Stock Holding History

Gupta Wealth Management’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
2015 Q4	–	Sell	-13,200	Closed	-$204K	–	1306
2015 Q3	$204K	Buy	+13,200	New	+$200K	0.05%	243

Other funds holding IIM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DLG

Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MIM

Macroview Investment Management Bethesda, Maryland $144M AUM 19.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Gupta Wealth Management's IIM Position: Q4 2015 in Review

Gupta Wealth Management sold out of Invesco Value Municipal Income Trust (IIM) in Q4 2015, closing a stake of 13,200 shares — an estimated $204K sold.

Gupta Wealth Management first reported a position in IIM in Q3 2015 and held it in 1 quarter. The position peaked at $204K in Q3 2015. 63 funds tracked by Wall St. Rank hold IIM as of Q4 2015.

Gupta Wealth Management reported no remaining Invesco Value Municipal Income Trust position as of Q4 2015 after selling out during the quarter.
Gupta Wealth Management sold 13,200 Invesco Value Municipal Income Trust shares in Q4 2015, an estimated $204K.
Gupta Wealth Management first reported a position in Invesco Value Municipal Income Trust in Q3 2015 and held it in 1 quarter.
Gupta Wealth Management's Invesco Value Municipal Income Trust position peaked at $204K in Q3 2015.
63 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.