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Integrated Wealth Management (Palm Desert)’s Invesco Value Municipal Income Trust IIM Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q2 		– Sell
-1,900
Closed -$30K – 1394
2015
Q1 		$30K Buy
+1,900
New +$30.9K 0.01% 476

Other funds holding IIM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $144M AUM 19.29% 1-Year Est. Return
DLG
Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s IIM Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Invesco Value Municipal Income Trust (IIM) in Q2 2015, closing a stake of 1,900 shares — an estimated $30K sold.

Integrated Wealth Management (Palm Desert) first reported a position in IIM in Q1 2015 and held it in 1 quarter. The position peaked at $30K in Q1 2015. 64 funds tracked by Wall St. Rank hold IIM as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Invesco Value Municipal Income Trust position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 1,900 Invesco Value Municipal Income Trust shares in Q2 2015, an estimated $30K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Invesco Value Municipal Income Trust in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Invesco Value Municipal Income Trust position peaked at $30K in Q1 2015.
  • 64 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.