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Realta Investment Advisors’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Realta Investment Advisors’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
Q3 		– Sell
-6,251
Closed -$48K – 1741
2019
Q2 		$48K Hold
6,251
– – 0.01% 681
2019
Q1 		$49K Buy
+6,251
New +$47.4K 0.02% 552

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Realta Investment Advisors's OIA Position: Q3 2019 in Review

Realta Investment Advisors sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q3 2019, closing a stake of 6,251 shares — an estimated $48K sold.

Realta Investment Advisors first reported a position in OIA in Q1 2019 and held it in 2 quarters. The position peaked at $49K in Q1 2019. 54 funds tracked by Wall St. Rank hold OIA as of Q3 2019.

  • Realta Investment Advisors reported no remaining Invesco Municipal Income Opportunities Trust position as of Q3 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 6,251 Invesco Municipal Income Opportunities Trust shares in Q3 2019, an estimated $48K.
  • Realta Investment Advisors first reported a position in Invesco Municipal Income Opportunities Trust in Q1 2019 and held it in 2 quarters.
  • Realta Investment Advisors's Invesco Municipal Income Opportunities Trust position peaked at $49K in Q1 2019.
  • 54 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q3 2019.

Based on Realta Investment Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.