Creative Planning
IGA

Creative Planning’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Creative Planning’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
Q4 		– Sell
-10,200
Closed -$125K – 4243
2014
Q3 		$125K Hold
10,200
– – ﹤0.01% 1330
2014
Q2 		$126K Buy
10,200
+9,500
+1,357% +$113K ﹤0.01% 1285
2014
Q1 		$8K Hold
700
– – ﹤0.01% 2851
2013
Q4 		$8K Buy
+700
New +$8.28K ﹤0.01% 2664

Other funds holding IGA

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
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's IGA Position: Q4 2014 in Review

Creative Planning sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q4 2014, closing a stake of 10,200 shares — an estimated $125K sold.

Creative Planning first reported a position in IGA in Q4 2013 and held it in 4 quarters. The position peaked at $126K in Q2 2014. 28 funds tracked by Wall St. Rank hold IGA as of Q4 2014.

  • Creative Planning reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q4 2014 after selling out during the quarter.
  • Creative Planning sold 10,200 Voya Global Advantage and Premium Opportunity Fund shares in Q4 2014, an estimated $125K.
  • Creative Planning first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q4 2013 and held it in 4 quarters.
  • Creative Planning's Voya Global Advantage and Premium Opportunity Fund position peaked at $126K in Q2 2014.
  • 28 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q4 2014.

Based on Creative Planning's 13F filing for Q4 2014, filed 29 Jan 2015.