AWMS
IGD

Advocacy Wealth Management Services’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

Advocacy Wealth Management Services’s Portfolio IGD Stock Details IGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-3,500
Closed -$23K – 160
2019
Q2 		$23K Hold
3,500
– – 0.02% 92
2019
Q1 		$23K Sell
3,500
-5,000
-59% -$31.9K 0.03% 74
2018
Q4 		$50K Hold
8,500
– – 0.04% 34
2018
Q3 		$62K Hold
8,500
– – 0.04% 30
2018
Q2 		$62K Sell
8,500
-1,000
-11% -$7.28K 0.04% 30
2018
Q1 		$69K Buy
9,500
+1,000
+12% +$7.63K 0.05% 33
2017
Q4 		$66K Sell
8,500
-1,926,592
-100% -$15.3M 0.05% 38
2017
Q3 		$14.2M Buy
1,935,092
+407,011
+27% +$3.15M 5.69% 9
2017
Q2 		$11.6M Sell
1,528,081
-394,881
-21% -$2.93M 4.14% 10
2017
Q1 		$14.1M Buy
1,922,962
+640,440
+50% +$4.56M 4.92% 9
2016
Q4 		$8.7M Buy
1,282,522
+62,157
+5% +$433K 2.61% 15
2016
Q3 		$8.86M Buy
1,220,365
+265,173
+28% +$1.89M 3.43% 14
2016
Q2 		$6.62M Buy
955,192
+296,679
+45% +$2.05M 3.34% 12
2016
Q1 		$4.67M Buy
658,513
+358,342
+119% +$2.35M 3.24% 8
2015
Q4 		$2.1M Buy
+300,171
New +$2.19M 2.38% 8

Other funds holding IGD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Advocacy Wealth Management Services's IGD Position: Q3 2019 in Review

Advocacy Wealth Management Services sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q3 2019, closing a stake of 3,500 shares — an estimated $23K sold.

Advocacy Wealth Management Services first reported a position in IGD in Q4 2015 and held it in 15 quarters. The position peaked at $14.2M in Q3 2017. 79 funds tracked by Wall St. Rank hold IGD as of Q3 2019.

  • Advocacy Wealth Management Services reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q3 2019 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 3,500 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q3 2019, an estimated $23K.
  • Advocacy Wealth Management Services first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q4 2015 and held it in 15 quarters.
  • Advocacy Wealth Management Services's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $14.2M in Q3 2017.
  • 79 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q3 2019.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2019, filed 2 Oct 2019.