Clarus Wealth Advisors’s VOYA NATURAL RESOURCES EQUITY INCOME FUND IRR Stock Holding History

Clarus Wealth Advisors’s Portfolio IRR Stock Details IRR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-7,450	Closed	-$39K	–	618
2019 Q2	$39K	Sell	7,450 -4,050	-35%	-$20.3K	0.03%	301
2019 Q1	$62K	Hold	11,500	–	–	0.05%	261
2018 Q4	$49K	Hold	11,500	–	–	0.08%	261
2018 Q3	$74K	Hold	11,500	–	–	0.05%	242
2018 Q2	$69K	Hold	11,500	–	–	0.05%	236
2018 Q1	$69K	Hold	11,500	–	–	0.06%	122
2017 Q4	$72K	Buy	+11,500	New	+$72K	0.07%	121

Other funds holding IRR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clarus Wealth Advisors's IRR Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of VOYA NATURAL RESOURCES EQUITY INCOME FUND (IRR) in Q3 2019, closing a stake of 7,450 shares — an estimated $39K sold.

Clarus Wealth Advisors first reported a position in IRR in Q4 2017 and held it in 7 quarters. The position peaked at $74K in Q3 2018. 38 funds tracked by Wall St. Rank hold IRR as of Q3 2019.

Clarus Wealth Advisors reported no remaining VOYA NATURAL RESOURCES EQUITY INCOME FUND position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 7,450 VOYA NATURAL RESOURCES EQUITY INCOME FUND shares in Q3 2019, an estimated $39K.
Clarus Wealth Advisors first reported a position in VOYA NATURAL RESOURCES EQUITY INCOME FUND in Q4 2017 and held it in 7 quarters.
Clarus Wealth Advisors's VOYA NATURAL RESOURCES EQUITY INCOME FUND position peaked at $74K in Q3 2018.
38 funds tracked by Wall St. Rank held VOYA NATURAL RESOURCES EQUITY INCOME FUND as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.