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Sadoff Investment Management’s Invesco Value Municipal Income Trust IIM Stock Holding History

Sadoff Investment Management’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
2013
Q3 		– Sell
-20,335
Closed -$290K – 54
2013
Q2 		$290K Buy
+20,335
New +$316K 0.05% 39

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AAM
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
DLG
Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return
TC
TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Sadoff Investment Management's IIM Position: Q3 2013 in Review

Sadoff Investment Management sold out of Invesco Value Municipal Income Trust (IIM) in Q3 2013, closing a stake of 20,335 shares — an estimated $290K sold.

Sadoff Investment Management first reported a position in IIM in Q2 2013 and held it in 1 quarter. The position peaked at $290K in Q2 2013. 58 funds tracked by Wall St. Rank hold IIM as of Q3 2013.

  • Sadoff Investment Management reported no remaining Invesco Value Municipal Income Trust position as of Q3 2013 after selling out during the quarter.
  • Sadoff Investment Management sold 20,335 Invesco Value Municipal Income Trust shares in Q3 2013, an estimated $290K.
  • Sadoff Investment Management first reported a position in Invesco Value Municipal Income Trust in Q2 2013 and held it in 1 quarter.
  • Sadoff Investment Management's Invesco Value Municipal Income Trust position peaked at $290K in Q2 2013.
  • 58 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q3 2013.

Based on Sadoff Investment Management's 13F filing for Q3 2013, filed 29 Oct 2013.