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Winslow Evans & Crocker’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$17K Hold
2,146
– – ﹤0.01% 831
2020
Q3 		$16K Hold
2,146
– – ﹤0.01% 661
2020
Q2 		$15K Hold
2,146
– – ﹤0.01% 665
2020
Q1 		$16K Hold
2,146
– – 0.01% 616
2019
Q4 		$18K Hold
2,146
– – ﹤0.01% 688
2019
Q3 		$18K Hold
2,146
– – 0.01% 673
2019
Q2 		$18K Hold
2,146
– – 0.01% 695
2019
Q1 		$18K Hold
2,146
– – 0.01% 694
2018
Q4 		$16K Hold
2,146
– – 0.01% 666
2018
Q3 		$18K Hold
2,146
– – 0.01% 688
2018
Q2 		$18K Hold
2,146
– – 0.01% 691
2018
Q1 		$15.9K Hold
2,146
– – 0.01% 686
2017
Q4 		$17.2K Hold
2,146
– – 0.01% 691
2017
Q3 		$16.9K Hold
2,146
– – 0.01% 699
2017
Q2 		$16.6K Hold
2,146
– – ﹤0.01% 790
2017
Q1 		$16.2K Hold
2,146
– – 0.01% 780
2016
Q4 		$15.4K Hold
2,146
– – ﹤0.01% 784
2016
Q3 		$17.8K Hold
2,146
– – 0.01% 759
2016
Q2 		$17.5K Sell
2,146
-1,975
-48% -$15.5K 0.01% 733
2016
Q1 		$31.6K Sell
4,121
-3,825
-48% -$28.6K 0.01% 596
2015
Q4 		$57.9K Hold
7,946
– – 0.02% 506
2015
Q3 		$53.7K Hold
7,946
– – 0.02% 502
2015
Q2 		$53.1K Hold
7,946
– – 0.02% 539
2015
Q1 		$56.3K Hold
7,946
– – 0.02% 525
2014
Q4 		$55.5K Hold
7,946
– – 0.02% 518
2014
Q3 		$54K Hold
7,946
– – 0.02% 540
2014
Q2 		$55.3K Hold
7,946
– – 0.02% 479
2014
Q1 		$52.4K Hold
7,946
– – 0.02% 483
2013
Q4 		$49K Buy
+7,946
New +$48.9K 0.02% 515

Other funds holding OIA

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Winslow Evans & Crocker's OIA Position: Q4 2020 in Review

Winslow Evans & Crocker held its Invesco Municipal Income Opportunities Trust (OIA) position steady in Q4 2020 at 2,146 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

Winslow Evans & Crocker first reported a position in OIA in Q4 2013 and has held it in 29 quarters since. The position peaked at $57.9K in Q4 2015. 57 funds tracked by Wall St. Rank hold OIA as of Q4 2020.

  • Winslow Evans & Crocker held 2,146 shares of Invesco Municipal Income Opportunities Trust worth $17K as of Q4 2020.
  • Winslow Evans & Crocker left its Invesco Municipal Income Opportunities Trust share count unchanged in Q4 2020.
  • Invesco Municipal Income Opportunities Trust made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #831 holding.
  • Winslow Evans & Crocker first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Invesco Municipal Income Opportunities Trust position peaked at $57.9K in Q4 2015.
  • 57 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.