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Panagora Asset Management’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Panagora Asset 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
2019
Q4 		– Sell
-678
Closed -$5K – 2547
2019
Q3 		$5K Buy
+678
New +$5.3K ﹤0.01% 2283

Other funds holding OIA

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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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Panagora Asset Management's OIA Position: Q4 2019 in Review

Panagora Asset Management sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q4 2019, closing a stake of 678 shares — an estimated $5K sold.

Panagora Asset Management first reported a position in OIA in Q3 2019 and held it in 1 quarter. The position peaked at $5K in Q3 2019. 53 funds tracked by Wall St. Rank hold OIA as of Q4 2019.

  • Panagora Asset Management reported no remaining Invesco Municipal Income Opportunities Trust position as of Q4 2019 after selling out during the quarter.
  • Panagora Asset Management sold 678 Invesco Municipal Income Opportunities Trust shares in Q4 2019, an estimated $5K.
  • Panagora Asset Management first reported a position in Invesco Municipal Income Opportunities Trust in Q3 2019 and held it in 1 quarter.
  • Panagora Asset Management's Invesco Municipal Income Opportunities Trust position peaked at $5K in Q3 2019.
  • 53 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q4 2019.

Based on Panagora Asset Management's 13F filing for Q4 2019, filed 12 Feb 2020.