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Reilly Financial Advisors’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Reilly Financial 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
2015
Q2 		– Sell
-1,889
Closed -$13K – 1405
2015
Q1 		$13K Buy
+1,889
New +$13.3K ﹤0.01% 779

Other funds holding OIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
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
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Reilly Financial Advisors's OIA Position: Q2 2015 in Review

Reilly Financial Advisors sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q2 2015, closing a stake of 1,889 shares — an estimated $13K sold.

Reilly Financial Advisors first reported a position in OIA in Q1 2015 and held it in 1 quarter. The position peaked at $13K in Q1 2015. 49 funds tracked by Wall St. Rank hold OIA as of Q2 2015.

  • Reilly Financial Advisors reported no remaining Invesco Municipal Income Opportunities Trust position as of Q2 2015 after selling out during the quarter.
  • Reilly Financial Advisors sold 1,889 Invesco Municipal Income Opportunities Trust shares in Q2 2015, an estimated $13K.
  • Reilly Financial Advisors first reported a position in Invesco Municipal Income Opportunities Trust in Q1 2015 and held it in 1 quarter.
  • Reilly Financial Advisors's Invesco Municipal Income Opportunities Trust position peaked at $13K in Q1 2015.
  • 49 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2015.

Based on Reilly Financial Advisors's 13F filing for Q2 2015, filed 6 Aug 2015.