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

TCI 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
2021
Q3 		– Sell
-120
Closed -$2K – 2468
2021
Q2 		$2K Buy
+120
New +$1.93K ﹤0.01% 2022
2017
Q1 		– Sell
-9,472
Closed -$139K – 1332
2016
Q4 		$139K Buy
+9,472
New +$142K 0.07% 186

Other funds holding IIM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

TCI Wealth Advisors's IIM Position: Q3 2021 in Review

TCI Wealth Advisors sold out of Invesco Value Municipal Income Trust (IIM) in Q3 2021, closing a stake of 120 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in IIM in Q4 2016 and held it in 2 quarters. The position peaked at $139K in Q4 2016. 88 funds tracked by Wall St. Rank hold IIM as of Q3 2021.

  • TCI Wealth Advisors reported no remaining Invesco Value Municipal Income Trust position as of Q3 2021 after selling out during the quarter.
  • TCI Wealth Advisors sold 120 Invesco Value Municipal Income Trust shares in Q3 2021, an estimated $2K.
  • TCI Wealth Advisors first reported a position in Invesco Value Municipal Income Trust in Q4 2016 and held it in 2 quarters.
  • TCI Wealth Advisors's Invesco Value Municipal Income Trust position peaked at $139K in Q4 2016.
  • 88 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q3 2021.

Based on TCI Wealth Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.