CCS
IGA

Crosspoint Capital Strategies’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Crosspoint Capital Strategies’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
Q1 		– Sell
-2,000
Closed -$24K – 672
2013
Q4 		$24K Buy
+2,000
New +$23.7K 0.01% 329

Other funds holding IGA

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $162B AUM 16.35% 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 $3.21B AUM 6.83% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Crosspoint Capital Strategies's IGA Position: Q1 2014 in Review

Crosspoint Capital Strategies sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q1 2014, closing a stake of 2,000 shares — an estimated $24K sold.

Crosspoint Capital Strategies first reported a position in IGA in Q4 2013 and held it in 1 quarter. The position peaked at $24K in Q4 2013. 28 funds tracked by Wall St. Rank hold IGA as of Q1 2014.

  • Crosspoint Capital Strategies reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q1 2014 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 2,000 Voya Global Advantage and Premium Opportunity Fund shares in Q1 2014, an estimated $24K.
  • Crosspoint Capital Strategies first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q4 2013 and held it in 1 quarter.
  • Crosspoint Capital Strategies's Voya Global Advantage and Premium Opportunity Fund position peaked at $24K in Q4 2013.
  • 28 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q1 2014.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2014, filed 23 Apr 2014.