BBPWM
IGD

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

Blue Bell Private 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
2024
Q4 		– Sell
-239
Closed -$1.35K – 688
2024
Q3 		$1.35K Sell
239
-8,363
-97% -$45.9K ﹤0.01% 631
2024
Q2 		$44.2K Buy
8,602
+1,600
+23% +$8.23K 0.01% 369
2024
Q1 		$37.1K Buy
7,002
+4,672
+201% +$23.9K 0.01% 390
2023
Q4 		$11.6K Buy
2,330
+30
+1% +$146 ﹤0.01% 478
2023
Q3 		$11.3K Buy
+2,300
New +$11.7K ﹤0.01% 413
2023
Q1 		– Sell
-1,000
Closed -$5.41K – 682
2022
Q4 		$5.41K Buy
+1,000
New +$5.25K ﹤0.01% 451
2022
Q2 		– Sell
-111
Closed -$1K – 841
2022
Q1 		$1K Hold
111
– – ﹤0.01% 795
2021
Q4 		$1K Hold
111
– – ﹤0.01% 784
2021
Q3 		$1K Hold
111
– – ﹤0.01% 170
2021
Q2 		$1K Sell
111
-44,694
-100% -$264K ﹤0.01% 174
2021
Q1 		$255K Sell
44,805
-78,040
-64% -$424K 0.08% 68
2020
Q4 		$640K Sell
122,845
-2,964
-2% -$14.9K 0.22% 45
2020
Q3 		$623K Sell
125,809
-11,075
-8% -$55K 0.26% 42
2020
Q2 		$660K Buy
136,884
+74,545
+120% +$361K 0.31% 36
2020
Q1 		$284K Sell
62,339
-42,386
-40% -$241K 0.16% 47
2019
Q4 		$648K Buy
104,725
+38,112
+57% +$232K 0.26% 36
2019
Q3 		$400K Buy
+66,613
New +$427K 0.18% 44
2016
Q3 		– Sell
-4,450
Closed -$31K – 434
2016
Q2 		$31K Sell
4,450
-1,750
-28% -$12.1K 0.02% 250
2016
Q1 		$44K Sell
6,200
-1,400
-18% -$9.19K 0.03% 232
2015
Q4 		$53K Sell
7,600
-6,331
-45% -$46.2K 0.04% 208
2015
Q3 		$97K Buy
+13,931
New +$106K 0.07% 146
2014
Q1 		– Sell
-6,175
Closed -$55K – 395
2013
Q4 		$55K Buy
+6,175
New +$55.5K 0.04% 180

Other funds holding IGD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Blue Bell Private Wealth Management's IGD Position: Q4 2024 in Review

Blue Bell Private Wealth Management sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q4 2024, closing a stake of 239 shares — an estimated $1.35K sold.

Blue Bell Private Wealth Management first reported a position in IGD in Q4 2013 and held it in 22 quarters. The position peaked at $660K in Q2 2020. 90 funds tracked by Wall St. Rank hold IGD as of Q4 2024.

  • Blue Bell Private Wealth Management reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q4 2024 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 239 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q4 2024, an estimated $1.35K.
  • Blue Bell Private Wealth Management first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q4 2013 and held it in 22 quarters.
  • Blue Bell Private Wealth Management's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $660K in Q2 2020.
  • 90 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q4 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.