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Wealthcare Capital Management’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Wealthcare Capital Management’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
2014
Q4 		– Sell
-165
Closed -$1K – 246
2014
Q3 		$1K Buy
+165
New +$1.13K ﹤0.01% 242

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Wealthcare Capital Management's OIA Position: Q4 2014 in Review

Wealthcare Capital Management sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q4 2014, closing a stake of 165 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in OIA in Q3 2014 and held it in 1 quarter. The position peaked at $1K in Q3 2014. 53 funds tracked by Wall St. Rank hold OIA as of Q4 2014.

  • Wealthcare Capital Management reported no remaining Invesco Municipal Income Opportunities Trust position as of Q4 2014 after selling out during the quarter.
  • Wealthcare Capital Management sold 165 Invesco Municipal Income Opportunities Trust shares in Q4 2014, an estimated $1K.
  • Wealthcare Capital Management first reported a position in Invesco Municipal Income Opportunities Trust in Q3 2014 and held it in 1 quarter.
  • Wealthcare Capital Management's Invesco Municipal Income Opportunities Trust position peaked at $1K in Q3 2014.
  • 53 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q4 2014.

Based on Wealthcare Capital Management's 13F filing for Q4 2014, filed 11 Feb 2015.