CWP
IGD

Capital Wealth Planning’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

Capital Wealth Planning’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
Q3 		– Sell
-12,850
Closed -$84K – 279
2019
Q2 		$84K Buy
+12,850
New +$83.2K 0.01% 253

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
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Capital Wealth Planning's IGD Position: Q3 2019 in Review

Capital Wealth Planning sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q3 2019, closing a stake of 12,850 shares — an estimated $84K sold.

Capital Wealth Planning first reported a position in IGD in Q2 2019 and held it in 1 quarter. The position peaked at $84K in Q2 2019. 79 funds tracked by Wall St. Rank hold IGD as of Q3 2019.

  • Capital Wealth Planning reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q3 2019 after selling out during the quarter.
  • Capital Wealth Planning sold 12,850 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q3 2019, an estimated $84K.
  • Capital Wealth Planning first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q2 2019 and held it in 1 quarter.
  • Capital Wealth Planning's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $84K in Q2 2019.
  • 79 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q3 2019.

Based on Capital Wealth Planning's 13F filing for Q3 2019, filed 12 Nov 2019.