BWM
IGD

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

Baystate Wealth Management’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
2018
Q4 		– Sell
-104
Closed -$1K – 698
2018
Q3 		$1K Buy
104
+2
+2% +$15 ﹤0.01% 596
2018
Q2 		$1K Buy
102
+2
+2% +$15 ﹤0.01% 613
2018
Q1 		$1K Buy
+100
New +$763 ﹤0.01% 576

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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baystate Wealth Management's IGD Position: Q4 2018 in Review

Baystate Wealth Management sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q4 2018, closing a stake of 104 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in IGD in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 72 funds tracked by Wall St. Rank hold IGD as of Q4 2018.

  • Baystate Wealth Management reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q4 2018 after selling out during the quarter.
  • Baystate Wealth Management sold 104 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q4 2018, an estimated $1K.
  • Baystate Wealth Management first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q1 2018 and held it in 3 quarters.
  • Baystate Wealth Management's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $1K in Q3 2018.
  • 72 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q4 2018.

Based on Baystate Wealth Management's 13F filing for Q4 2018, filed 24 Jan 2019.