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Harbour Investments’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Harbour Investments’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
2021
Q4 		– Sell
-20,000
Closed -$159K – 3360
2021
Q3 		$159K Hold
20,000
– – 0.01% 1134
2021
Q2 		$166K Hold
20,000
– – 0.01% 1134
2021
Q1 		$158K Buy
+20,000
New +$158K 0.01% 1081

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GC
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harbour Investments's OIA Position: Q4 2021 in Review

Harbour Investments sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q4 2021, closing a stake of 20,000 shares — an estimated $159K sold.

Harbour Investments first reported a position in OIA in Q1 2021 and held it in 3 quarters. The position peaked at $166K in Q2 2021. 58 funds tracked by Wall St. Rank hold OIA as of Q4 2021.

  • Harbour Investments reported no remaining Invesco Municipal Income Opportunities Trust position as of Q4 2021 after selling out during the quarter.
  • Harbour Investments sold 20,000 Invesco Municipal Income Opportunities Trust shares in Q4 2021, an estimated $159K.
  • Harbour Investments first reported a position in Invesco Municipal Income Opportunities Trust in Q1 2021 and held it in 3 quarters.
  • Harbour Investments's Invesco Municipal Income Opportunities Trust position peaked at $166K in Q2 2021.
  • 58 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q4 2021.

Based on Harbour Investments's 13F filing for Q4 2021, filed 16 Feb 2022.