LCM
OIA icon

Laurion Capital Management’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Laurion Capital 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
2017
Q3 		– Sell
-15,500
Closed -$120K – 1819
2017
Q2 		$120K Buy
+15,500
New +$121K ﹤0.01% 1568
2017
Q1 		– Sell
-73,734
Closed -$529K – 1510
2016
Q4 		$529K Buy
+73,734
New +$555K 0.01% 823

Other funds holding OIA

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Laurion Capital Management's OIA Position: Q3 2017 in Review

Laurion Capital Management sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q3 2017, closing a stake of 15,500 shares — an estimated $120K sold.

Laurion Capital Management first reported a position in OIA in Q4 2016 and held it in 2 quarters. The position peaked at $529K in Q4 2016. 44 funds tracked by Wall St. Rank hold OIA as of Q3 2017.

  • Laurion Capital Management reported no remaining Invesco Municipal Income Opportunities Trust position as of Q3 2017 after selling out during the quarter.
  • Laurion Capital Management sold 15,500 Invesco Municipal Income Opportunities Trust shares in Q3 2017, an estimated $120K.
  • Laurion Capital Management first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2016 and held it in 2 quarters.
  • Laurion Capital Management's Invesco Municipal Income Opportunities Trust position peaked at $529K in Q4 2016.
  • 44 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q3 2017.

Based on Laurion Capital Management's 13F filing for Q3 2017, filed 13 Nov 2017.