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National Planning Corporation’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-629
Closed -$4.37K – 1599
2014
Q4 		$4.37K Buy
+629
New +$4.29K ﹤0.01% 2380

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GC
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AAM
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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

National Planning Corporation's OIA Position: Q1 2015 in Review

National Planning Corporation sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q1 2015, closing a stake of 629 shares — an estimated $4.37K sold.

National Planning Corporation first reported a position in OIA in Q4 2014 and held it in 1 quarter. The position peaked at $4.37K in Q4 2014. 50 funds tracked by Wall St. Rank hold OIA as of Q1 2015.

  • National Planning Corporation reported no remaining Invesco Municipal Income Opportunities Trust position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 629 Invesco Municipal Income Opportunities Trust shares in Q1 2015, an estimated $4.37K.
  • National Planning Corporation first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Invesco Municipal Income Opportunities Trust position peaked at $4.37K in Q4 2014.
  • 50 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.