KJWM
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Kiley Juergens Wealth Management’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Kiley Juergens 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
2018
Q4 		– Sell
-2,000
Closed -$15K – 451
2018
Q3 		$15K Hold
2,000
– – 0.01% 416
2018
Q2 		$15K Buy
+2,000
New +$14.9K 0.01% 377
2018
Q1 		– Sell
-3,000
Closed -$24K – 435
2017
Q4 		$24K Buy
+3,000
New +$23.9K 0.02% 320

Other funds holding OIA

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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Kiley Juergens Wealth Management's OIA Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q4 2018, closing a stake of 2,000 shares — an estimated $15K sold.

Kiley Juergens Wealth Management first reported a position in OIA in Q4 2017 and held it in 3 quarters. The position peaked at $24K in Q4 2017. 57 funds tracked by Wall St. Rank hold OIA as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Invesco Municipal Income Opportunities Trust position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 2,000 Invesco Municipal Income Opportunities Trust shares in Q4 2018, an estimated $15K.
  • Kiley Juergens Wealth Management first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Invesco Municipal Income Opportunities Trust position peaked at $24K in Q4 2017.
  • 57 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.