CA
IGD

Calton & Associates’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

Calton & Associates’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
Q1 		– Sell
-487
Closed -$3K – 779
2017
Q4 		$3K Buy
+487
New +$3.86K ﹤0.01% 1329

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
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Calton & Associates's IGD Position: Q1 2018 in Review

Calton & Associates sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q1 2018, closing a stake of 487 shares — an estimated $3K sold.

Calton & Associates first reported a position in IGD in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 71 funds tracked by Wall St. Rank hold IGD as of Q1 2018.

  • Calton & Associates reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 487 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q1 2018, an estimated $3K.
  • Calton & Associates first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $3K in Q4 2017.
  • 71 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.