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US Financial Advisors’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

US Financial Advisors’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
2016
Q2 		– Sell
-1,315
Closed -$10K – 289
2016
Q1 		$10K Hold
1,315
– – 0.02% 214
2015
Q4 		$10K Buy
+1,315
New +$9.23K 0.01% 318

Other funds holding OIA

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

US Financial Advisors's OIA Position: Q2 2016 in Review

US Financial Advisors sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q2 2016, closing a stake of 1,315 shares — an estimated $10K sold.

US Financial Advisors first reported a position in OIA in Q4 2015 and held it in 2 quarters. The position peaked at $10K in Q1 2016. 48 funds tracked by Wall St. Rank hold OIA as of Q2 2016.

  • US Financial Advisors reported no remaining Invesco Municipal Income Opportunities Trust position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 1,315 Invesco Municipal Income Opportunities Trust shares in Q2 2016, an estimated $10K.
  • US Financial Advisors first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2015 and held it in 2 quarters.
  • US Financial Advisors's Invesco Municipal Income Opportunities Trust position peaked at $10K in Q1 2016.
  • 48 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.