BRWM
IGA

B. Riley Wealth Management’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

B. Riley 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
Q3 		– Sell
-527
Closed -$6K – 426
2015
Q2 		$6K Hold
527
– – ﹤0.01% 830
2015
Q1 		$6K Hold
527
– – ﹤0.01% 829
2014
Q4 		$6K Hold
527
– – ﹤0.01% 820
2014
Q3 		$6K Buy
+527
New +$6.41K ﹤0.01% 875

Other funds holding IGA

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

B. Riley Wealth Management's IGA Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q3 2015, closing a stake of 527 shares — an estimated $6K sold.

B. Riley Wealth Management first reported a position in IGA in Q3 2014 and held it in 4 quarters. The position peaked at $6K in Q2 2015. 23 funds tracked by Wall St. Rank hold IGA as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 527 Voya Global Advantage and Premium Opportunity Fund shares in Q3 2015, an estimated $6K.
  • B. Riley Wealth Management first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q3 2014 and held it in 4 quarters.
  • B. Riley Wealth Management's Voya Global Advantage and Premium Opportunity Fund position peaked at $6K in Q2 2015.
  • 23 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.