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WealthPLAN Partners’s Invesco Value Municipal Income Trust IIM Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$5.98K Sell
373
-363
-49% -$6.18K ﹤0.01% 684
2016
Q2 		$6.54K Buy
+736
New +$12.7K ﹤0.01% 1886

Other funds holding IIM

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
DLG
Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

WealthPLAN Partners's IIM Position: Q3 2016 in Review

WealthPLAN Partners reduced its Invesco Value Municipal Income Trust (IIM) stake by 49% in Q3 2016, selling an estimated $6.18K and leaving 373 shares worth $5.98K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

WealthPLAN Partners first reported a position in IIM in Q2 2016 and has held it in 2 quarters since. The position peaked at $6.54K in Q2 2016. 70 funds tracked by Wall St. Rank hold IIM as of Q3 2016.

  • WealthPLAN Partners held 373 shares of Invesco Value Municipal Income Trust worth $5.98K as of Q3 2016.
  • WealthPLAN Partners sold 363 Invesco Value Municipal Income Trust shares in Q3 2016, an estimated $6.18K.
  • Invesco Value Municipal Income Trust made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #684 holding.
  • WealthPLAN Partners first reported a position in Invesco Value Municipal Income Trust in Q2 2016 and has held it in 2 quarters since.
  • WealthPLAN Partners's Invesco Value Municipal Income Trust position peaked at $6.54K in Q2 2016.
  • 70 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.