SG Americas Securities
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SG Americas Securities’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

SG Americas Securities’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
2017
Q1 		– Sell
-51,930
Closed -$372K – 3489
2016
Q4 		$372K Buy
+51,930
New +$391K ﹤0.01% 1899
2014
Q1 		– Sell
-38,148
Closed -$237K – 2688
2013
Q4 		$237K Buy
+38,148
New +$235K ﹤0.01% 1976

Other funds holding OIA

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SG Americas Securities's OIA Position: Q1 2017 in Review

SG Americas Securities sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q1 2017, closing a stake of 51,930 shares — an estimated $372K sold.

SG Americas Securities first reported a position in OIA in Q4 2013 and held it in 2 quarters. The position peaked at $372K in Q4 2016. 43 funds tracked by Wall St. Rank hold OIA as of Q1 2017.

  • SG Americas Securities reported no remaining Invesco Municipal Income Opportunities Trust position as of Q1 2017 after selling out during the quarter.
  • SG Americas Securities sold 51,930 Invesco Municipal Income Opportunities Trust shares in Q1 2017, an estimated $372K.
  • SG Americas Securities first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2013 and held it in 2 quarters.
  • SG Americas Securities's Invesco Municipal Income Opportunities Trust position peaked at $372K in Q4 2016.
  • 43 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q1 2017.

Based on SG Americas Securities's 13F filing for Q1 2017, filed 10 May 2017.