Creative Planning
IGD

Creative Planning’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

Creative Planning’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
2018
Q1 		– Sell
-10,272
Closed -$80K – 2071
2017
Q4 		$80K Sell
10,272
-3,860
-27% -$30.6K ﹤0.01% 1751
2017
Q3 		$115K Buy
14,132
+4,742
+51% +$36.7K ﹤0.01% 1698
2017
Q2 		$71K Sell
9,390
-5,335
-36% -$39.6K ﹤0.01% 2234
2017
Q1 		$108K Buy
14,725
+744
+5% +$5.29K ﹤0.01% 1902
2016
Q4 		$95K Buy
13,981
+1,648
+13% +$11.5K ﹤0.01% 1906
2016
Q3 		$90K Sell
12,333
-11,796
-49% -$84K ﹤0.01% 1919
2016
Q2 		$167K Sell
24,129
-1,273
-5% -$8.8K ﹤0.01% 1345
2016
Q1 		$180K Buy
25,402
+12,100
+91% +$79.5K ﹤0.01% 1266
2015
Q4 		$93K Sell
13,302
-300
-2% -$2.19K ﹤0.01% 1676
2015
Q3 		$95K Sell
13,602
-5,157
-27% -$39.3K ﹤0.01% 1628
2015
Q2 		$153K Buy
18,759
+9,500
+103% +$79.9K ﹤0.01% 925
2015
Q1 		$77K Sell
9,259
-34,404
-79% -$286K ﹤0.01% 1723
2014
Q4 		$363K Sell
43,663
-590
-1% -$5.25K ﹤0.01% 839
2014
Q3 		$415K Sell
44,253
-5,591
-11% -$53.5K ﹤0.01% 731
2014
Q2 		$483K Buy
49,844
+6,681
+15% +$63.3K 0.01% 656
2014
Q1 		$397K Buy
43,163
+37,074
+609% +$331K 0.01% 719
2013
Q4 		$54K Sell
6,089
-907
-13% -$8.15K ﹤0.01% 1558
2013
Q3 		$63K Hold
6,996
– – ﹤0.01% 1379
2013
Q2 		$66K Buy
+6,996
New +$65.5K ﹤0.01% 1219

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
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's IGD Position: Q1 2018 in Review

Creative Planning sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q1 2018, closing a stake of 10,272 shares — an estimated $80K sold.

Creative Planning first reported a position in IGD in Q2 2013 and held it in 19 quarters. The position peaked at $483K in Q2 2014. 71 funds tracked by Wall St. Rank hold IGD as of Q1 2018.

  • Creative Planning reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q1 2018 after selling out during the quarter.
  • Creative Planning sold 10,272 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q1 2018, an estimated $80K.
  • Creative Planning first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q2 2013 and held it in 19 quarters.
  • Creative Planning's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $483K in Q2 2014.
  • 71 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q1 2018.

Based on Creative Planning's 13F filing for Q1 2018, filed 18 Apr 2018.