Bank of Montreal
IGA

Bank of Montreal’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Bank of Montreal’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
2021
Q4 		– Sell
-37,627
Closed -$399K – 3662
2021
Q3 		$399K Buy
+37,627
New +$375K ﹤0.01% 2986
2020
Q4 		– Sell
-45,915
Closed -$374K – 5024
2020
Q3 		$374K Buy
+45,915
New +$381K ﹤0.01% 2457
2019
Q2 		– Sell
-28,764
Closed -$310K – 4970
2019
Q1 		$310K Buy
+28,764
New +$293K ﹤0.01% 2516

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of Montreal's IGA Position: Q4 2021 in Review

Bank of Montreal sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q4 2021, closing a stake of 37,627 shares — an estimated $399K sold.

Bank of Montreal first reported a position in IGA in Q1 2019 and held it in 3 quarters. The position peaked at $399K in Q3 2021. 30 funds tracked by Wall St. Rank hold IGA as of Q4 2021.

  • Bank of Montreal reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q4 2021 after selling out during the quarter.
  • Bank of Montreal sold 37,627 Voya Global Advantage and Premium Opportunity Fund shares in Q4 2021, an estimated $399K.
  • Bank of Montreal first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q1 2019 and held it in 3 quarters.
  • Bank of Montreal's Voya Global Advantage and Premium Opportunity Fund position peaked at $399K in Q3 2021.
  • 30 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q4 2021.

Based on Bank of Montreal's 13F filing for Q4 2021, filed 11 Feb 2022.