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

WFG 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
2017 Q1	–	Sell	-5,000	Closed	-$36K	–	1610
2016 Q4	$36K	Hold	5,000	–	–	0.01%	796
2016 Q3	$41K	Hold	5,000	–	–	0.01%	752
2016 Q2	$41K	Hold	5,000	–	–	0.01%	738
2016 Q1	$38K	Hold	5,000	–	–	0.01%	740
2015 Q4	$36K	Hold	5,000	–	–	0.01%	748
2015 Q3	$34K	Hold	5,000	–	–	0.01%	757
2015 Q2	$33K	Hold	5,000	–	–	0.01%	840
2015 Q1	$35K	Buy	5,000 +2,500	+100%	+$17.5K	0.01%	820
2014 Q4	$17K	Hold	2,500	–	–	﹤0.01%	1286
2014 Q3	$17K	Hold	2,500	–	–	﹤0.01%	1337
2014 Q2	$17K	Hold	2,500	–	–	﹤0.01%	1333
2014 Q1	$17K	Hold	2,500	–	–	﹤0.01%	1310
2013 Q4	$16K	Buy	+2,500	New	+$15.4K	﹤0.01%	1427

Other funds holding OIA

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WFG Advisors's OIA Position: Q1 2017 in Review

WFG Advisors sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q1 2017, closing a stake of 5,000 shares — an estimated $36K sold.

WFG Advisors first reported a position in OIA in Q4 2013 and held it in 13 quarters. The position peaked at $41K in Q3 2016. 43 funds tracked by Wall St. Rank hold OIA as of Q1 2017.

WFG Advisors reported no remaining Invesco Municipal Income Opportunities Trust position as of Q1 2017 after selling out during the quarter.
WFG Advisors sold 5,000 Invesco Municipal Income Opportunities Trust shares in Q1 2017, an estimated $36K.
WFG Advisors first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2013 and held it in 13 quarters.
WFG Advisors's Invesco Municipal Income Opportunities Trust position peaked at $41K in Q3 2016.
43 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.