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

BerganKDV 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
2020 Q3	–	Sell	-54,540	Closed	-$263K	–	954
2020 Q2	$263K	Buy	54,540 +292	+0.5%	+$1.41K	0.05%	201
2020 Q1	$247K	Buy	54,248 +15,328	+39%	+$87.2K	0.05%	192
2019 Q4	$241K	Buy	38,920 +4,743	+14%	+$28.9K	0.04%	209
2019 Q3	$205K	Buy	+34,177	New	+$219K	0.04%	205
2019 Q2	–	Hold	0	–	–	–	186
2019 Q1	–	Hold	0	–	–	–	191
2018 Q4	–	Hold	0	–	–	–	193
2018 Q3	–	Hold	0	–	–	–	189
2018 Q2	–	Sell	-30,415	Closed	-$221K	–	190
2018 Q1	$222K	Buy	+30,415	New	+$232K	0.06%	183

Other funds holding IGD

KIM

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

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

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

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

BerganKDV Wealth Management's IGD Position: Q3 2020 in Review

BerganKDV Wealth Management sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q3 2020, closing a stake of 54,540 shares — an estimated $263K sold.

BerganKDV Wealth Management first reported a position in IGD in Q1 2018 and held it in 5 quarters. The position peaked at $263K in Q2 2020. 90 funds tracked by Wall St. Rank hold IGD as of Q3 2020.

BerganKDV Wealth Management reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q3 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 54,540 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q3 2020, an estimated $263K.
BerganKDV Wealth Management first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q1 2018 and held it in 5 quarters.
BerganKDV Wealth Management's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $263K in Q2 2020.
90 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q3 2020.

Based on BerganKDV Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.