CA
IGA

Claro Advisors’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Claro Advisors’s Portfolio IGA Stock Details IGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-4,127
Closed -$47K – 526
2018
Q4 		$47K Buy
+4,127
New +$42K 0.04% 345

Other funds holding IGA

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Claro Advisors's IGA Position: Q1 2019 in Review

Claro Advisors sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q1 2019, closing a stake of 4,127 shares — an estimated $47K sold.

Claro Advisors first reported a position in IGA in Q4 2018 and held it in 1 quarter. The position peaked at $47K in Q4 2018. 41 funds tracked by Wall St. Rank hold IGA as of Q1 2019.

  • Claro Advisors reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 4,127 Voya Global Advantage and Premium Opportunity Fund shares in Q1 2019, an estimated $47K.
  • Claro Advisors first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's Voya Global Advantage and Premium Opportunity Fund position peaked at $47K in Q4 2018.
  • 41 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.