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Plante Moran Financial Advisors’s Invesco Value Municipal Income Trust IIM Stock Holding History

Plante Moran Financial Advisors’s Portfolio IIM Stock Details IIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,500
Closed -$20K – 658
2013
Q4 		$20K Buy
+1,500
New +$20.7K 0.01% 350

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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
DLG
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $144M AUM 19.29% 1-Year Est. Return
U
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Plante Moran Financial Advisors's IIM Position: Q1 2014 in Review

Plante Moran Financial Advisors sold out of Invesco Value Municipal Income Trust (IIM) in Q1 2014, closing a stake of 1,500 shares — an estimated $20K sold.

Plante Moran Financial Advisors first reported a position in IIM in Q4 2013 and held it in 1 quarter. The position peaked at $20K in Q4 2013. 61 funds tracked by Wall St. Rank hold IIM as of Q1 2014.

  • Plante Moran Financial Advisors reported no remaining Invesco Value Municipal Income Trust position as of Q1 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,500 Invesco Value Municipal Income Trust shares in Q1 2014, an estimated $20K.
  • Plante Moran Financial Advisors first reported a position in Invesco Value Municipal Income Trust in Q4 2013 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Invesco Value Municipal Income Trust position peaked at $20K in Q4 2013.
  • 61 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q1 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2014, filed 21 Apr 2014.