BBI
IRR

Baxter Bros Inc’s VOYA NATURAL RESOURCES EQUITY INCOME FUND IRR Stock Holding History

Baxter Bros Inc’s Portfolio IRR Stock Details IRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-20,000
Closed -$127K – 116
2018
Q2 		$127K Buy
+20,000
New +$124K 0.03% 111
2017
Q3 		– Sell
-12,000
Closed -$71K – 123
2017
Q2 		$71K Buy
+12,000
New +$74.9K 0.02% 115

Other funds holding IRR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Baxter Bros Inc's IRR Position: Q3 2018 in Review

Baxter Bros Inc sold out of VOYA NATURAL RESOURCES EQUITY INCOME FUND (IRR) in Q3 2018, closing a stake of 20,000 shares — an estimated $127K sold.

Baxter Bros Inc first reported a position in IRR in Q2 2017 and held it in 2 quarters. The position peaked at $127K in Q2 2018. 34 funds tracked by Wall St. Rank hold IRR as of Q3 2018.

  • Baxter Bros Inc reported no remaining VOYA NATURAL RESOURCES EQUITY INCOME FUND position as of Q3 2018 after selling out during the quarter.
  • Baxter Bros Inc sold 20,000 VOYA NATURAL RESOURCES EQUITY INCOME FUND shares in Q3 2018, an estimated $127K.
  • Baxter Bros Inc first reported a position in VOYA NATURAL RESOURCES EQUITY INCOME FUND in Q2 2017 and held it in 2 quarters.
  • Baxter Bros Inc's VOYA NATURAL RESOURCES EQUITY INCOME FUND position peaked at $127K in Q2 2018.
  • 34 funds tracked by Wall St. Rank held VOYA NATURAL RESOURCES EQUITY INCOME FUND as of Q3 2018.

Based on Baxter Bros Inc's 13F filing for Q3 2018, filed 11 Oct 2018.