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Summit Financial Wealth Advisors’s Invesco Value Municipal Income Trust IIM Stock Holding History

Summit Financial Wealth 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
2015
Q3 		– Sell
-2,100
Closed -$30K – 239
2015
Q2 		$30K Buy
+2,100
New +$32.2K 0.02% 176

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DLG
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $144M AUM 19.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Summit Financial Wealth Advisors's IIM Position: Q3 2015 in Review

Summit Financial Wealth Advisors sold out of Invesco Value Municipal Income Trust (IIM) in Q3 2015, closing a stake of 2,100 shares — an estimated $30K sold.

Summit Financial Wealth Advisors first reported a position in IIM in Q2 2015 and held it in 1 quarter. The position peaked at $30K in Q2 2015. 58 funds tracked by Wall St. Rank hold IIM as of Q3 2015.

  • Summit Financial Wealth Advisors reported no remaining Invesco Value Municipal Income Trust position as of Q3 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 2,100 Invesco Value Municipal Income Trust shares in Q3 2015, an estimated $30K.
  • Summit Financial Wealth Advisors first reported a position in Invesco Value Municipal Income Trust in Q2 2015 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Invesco Value Municipal Income Trust position peaked at $30K in Q2 2015.
  • 58 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q3 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2015, filed 19 Oct 2015.