CA
IGA

Cliff Asness’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Cliff Asness’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
2014
Q2 		– Sell
-12,582
Closed -$150K – 2550
2014
Q1 		$150K Buy
+12,582
New +$148K ﹤0.01% 2471

Other funds holding IGA

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Cliff Asness's IGA Position: Q2 2014 in Review

Cliff Asness sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q2 2014, closing a stake of 12,582 shares — an estimated $150K sold.

Cliff Asness first reported a position in IGA in Q1 2014 and held it in 1 quarter. The position peaked at $150K in Q1 2014. 31 funds tracked by Wall St. Rank hold IGA as of Q2 2014.

  • Cliff Asness reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q2 2014 after selling out during the quarter.
  • Cliff Asness sold 12,582 Voya Global Advantage and Premium Opportunity Fund shares in Q2 2014, an estimated $150K.
  • Cliff Asness first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q1 2014 and held it in 1 quarter.
  • Cliff Asness's Voya Global Advantage and Premium Opportunity Fund position peaked at $150K in Q1 2014.
  • 31 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q2 2014.

Based on AQR Capital Management's 13F filing for Q2 2014, filed 14 Aug 2014.