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

Sunbelt 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
2020
Q1 		– Sell
-15,391
Closed -$121K – 573
2019
Q4 		$121K Buy
15,391
+1
+0% +$8 0.01% 573
2019
Q3 		$122K Buy
+15,390
New +$120K 0.01% 543

Other funds holding OIA

Ameriprise
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RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sunbelt Securities's OIA Position: Q1 2020 in Review

Sunbelt Securities sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q1 2020, closing a stake of 15,391 shares — an estimated $121K sold.

Sunbelt Securities first reported a position in OIA in Q3 2019 and held it in 2 quarters. The position peaked at $122K in Q3 2019. 56 funds tracked by Wall St. Rank hold OIA as of Q1 2020.

  • Sunbelt Securities reported no remaining Invesco Municipal Income Opportunities Trust position as of Q1 2020 after selling out during the quarter.
  • Sunbelt Securities sold 15,391 Invesco Municipal Income Opportunities Trust shares in Q1 2020, an estimated $121K.
  • Sunbelt Securities first reported a position in Invesco Municipal Income Opportunities Trust in Q3 2019 and held it in 2 quarters.
  • Sunbelt Securities's Invesco Municipal Income Opportunities Trust position peaked at $122K in Q3 2019.
  • 56 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q1 2020.

Based on Sunbelt Securities's 13F filing for Q1 2020, filed 15 May 2020.