CWA
IGD

Clarus Wealth Advisors’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

Clarus Wealth Advisors’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
Q1 		– Sell
-1,190
Closed -$7K – 708
2018
Q4 		$7K Hold
1,190
– – 0.01% 555
2018
Q3 		$9K Hold
1,190
– – 0.01% 553
2018
Q2 		$9K Buy
+1,190
New +$8.66K 0.01% 543

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Clarus Wealth Advisors's IGD Position: Q1 2019 in Review

Clarus Wealth Advisors sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q1 2019, closing a stake of 1,190 shares — an estimated $7K sold.

Clarus Wealth Advisors first reported a position in IGD in Q2 2018 and held it in 3 quarters. The position peaked at $9K in Q3 2018. 69 funds tracked by Wall St. Rank hold IGD as of Q1 2019.

  • Clarus Wealth Advisors reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q1 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 1,190 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q1 2019, an estimated $7K.
  • Clarus Wealth Advisors first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q2 2018 and held it in 3 quarters.
  • Clarus Wealth Advisors's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $9K in Q3 2018.
  • 69 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q1 2019.

Based on Clarus Wealth Advisors's 13F filing for Q1 2019, filed 4 Apr 2019.