Beaumont Financial Advisors’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

Beaumont Financial Advisors’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
2019 Q4	–	Sell	-13,979	Closed	-$84K	–	292
2019 Q3	$84K	Hold	13,979	–	–	0.01%	267
2019 Q2	$91K	Hold	13,979	–	–	0.01%	243
2019 Q1	$91K	Buy	13,979 +132	+1%	+$843	0.01%	227
2018 Q4	$81K	Buy	13,847 +190	+1%	+$1.24K	0.01%	193
2018 Q3	$100K	Buy	13,657 +162	+1%	+$1.2K	0.01%	226
2018 Q2	$99K	Buy	13,495 +160	+1%	+$1.17K	0.01%	202
2018 Q1	$97K	Buy	+13,335	New	+$102K	0.01%	201

Other funds holding IGD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Beaumont Financial Advisors's IGD Position: Q4 2019 in Review

Beaumont Financial Advisors sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q4 2019, closing a stake of 13,979 shares — an estimated $84K sold.

Beaumont Financial Advisors first reported a position in IGD in Q1 2018 and held it in 7 quarters. The position peaked at $100K in Q3 2018. 92 funds tracked by Wall St. Rank hold IGD as of Q4 2019.

Beaumont Financial Advisors reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q4 2019 after selling out during the quarter.
Beaumont Financial Advisors sold 13,979 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q4 2019, an estimated $84K.
Beaumont Financial Advisors first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q1 2018 and held it in 7 quarters.
Beaumont Financial Advisors's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $100K in Q3 2018.
92 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q4 2019.

Based on Beaumont Financial Advisors's 13F filing for Q4 2019, filed 6 Feb 2020.