LB
OIA icon

Landmark Bank’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Landmark Bank’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
-10,061
Closed -$77K – 94
2018
Q3 		$77K Hold
10,061
– – 0.05% 91
2018
Q2 		$76K Buy
+10,061
New +$75.1K 0.05% 88

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

Landmark Bank's OIA Position: Q4 2018 in Review

Landmark Bank sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q4 2018, closing a stake of 10,061 shares — an estimated $77K sold.

Landmark Bank first reported a position in OIA in Q2 2018 and held it in 2 quarters. The position peaked at $77K in Q3 2018. 57 funds tracked by Wall St. Rank hold OIA as of Q4 2018.

  • Landmark Bank reported no remaining Invesco Municipal Income Opportunities Trust position as of Q4 2018 after selling out during the quarter.
  • Landmark Bank sold 10,061 Invesco Municipal Income Opportunities Trust shares in Q4 2018, an estimated $77K.
  • Landmark Bank first reported a position in Invesco Municipal Income Opportunities Trust in Q2 2018 and held it in 2 quarters.
  • Landmark Bank's Invesco Municipal Income Opportunities Trust position peaked at $77K in Q3 2018.
  • 57 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q4 2018.

Based on Landmark Bank's 13F filing for Q4 2018, filed 23 Jan 2019.