Simply Money Advisors’s Invesco Value Municipal Income Trust IIM Stock Holding History

Simply Money 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 Q2	–	Sell	-2,189	Closed	-$32K	–	30
2014 Q1	$32K	Buy	+2,189	New	+$30.9K	0.01%	29

Other funds holding IIM

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DLG

Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

MIM

Macroview Investment Management Bethesda, Maryland $144M AUM 19.29% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Simply Money Advisors's IIM Position: Q2 2014 in Review

Simply Money Advisors sold out of Invesco Value Municipal Income Trust (IIM) in Q2 2014, closing a stake of 2,189 shares — an estimated $32K sold.

Simply Money Advisors first reported a position in IIM in Q1 2014 and held it in 1 quarter. The position peaked at $32K in Q1 2014. 60 funds tracked by Wall St. Rank hold IIM as of Q2 2014.

Simply Money Advisors reported no remaining Invesco Value Municipal Income Trust position as of Q2 2014 after selling out during the quarter.
Simply Money Advisors sold 2,189 Invesco Value Municipal Income Trust shares in Q2 2014, an estimated $32K.
Simply Money Advisors first reported a position in Invesco Value Municipal Income Trust in Q1 2014 and held it in 1 quarter.
Simply Money Advisors's Invesco Value Municipal Income Trust position peaked at $32K in Q1 2014.
60 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q2 2014.

Based on Simply Money Advisors's 13F filing for Q2 2014, filed 17 Jul 2014.