AWM
IGA

AllSquare Wealth Management’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

AllSquare Wealth Management’s Portfolio IGA Stock Details IGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,000
Closed -$11K – 326
2014
Q4 		$11K Buy
+1,000
New +$11.8K 0.01% 221

Other funds holding IGA

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.42% 1-Year Est. Return

AllSquare Wealth Management's IGA Position: Q1 2015 in Review

AllSquare Wealth Management sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q1 2015, closing a stake of 1,000 shares — an estimated $11K sold.

AllSquare Wealth Management first reported a position in IGA in Q4 2014 and held it in 1 quarter. The position peaked at $11K in Q4 2014. 24 funds tracked by Wall St. Rank hold IGA as of Q1 2015.

  • AllSquare Wealth Management reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q1 2015 after selling out during the quarter.
  • AllSquare Wealth Management sold 1,000 Voya Global Advantage and Premium Opportunity Fund shares in Q1 2015, an estimated $11K.
  • AllSquare Wealth Management first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q4 2014 and held it in 1 quarter.
  • AllSquare Wealth Management's Voya Global Advantage and Premium Opportunity Fund position peaked at $11K in Q4 2014.
  • 24 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q1 2015.

Based on AllSquare Wealth Management's 13F filing for Q1 2015, filed 4 May 2015.