DA
IGA

Doliver Advisors’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Doliver Advisors’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
2020
Q3 		– Sell
-15,498
Closed -$127K – 180
2020
Q2 		$127K Sell
15,498
-274
-2% -$2.21K 0.06% 148
2020
Q1 		$127K Sell
15,772
-687
-4% -$6.62K 0.06% 133
2019
Q4 		$172K Sell
16,459
-5,612
-25% -$58.4K 0.07% 115
2019
Q3 		$225K Buy
+22,071
New +$233K 0.09% 95
2019
Q1 		– Sell
-33,325
Closed -$307K – 162
2018
Q4 		$307K Buy
+33,325
New +$339K 0.15% 83
2018
Q2 		– Sell
-40,086
Closed -$437K – 349
2018
Q1 		$437K Sell
40,086
-18,103
-31% -$205K 0.19% 90
2017
Q4 		$665K Sell
58,189
-10,492
-15% -$120K 0.27% 59
2017
Q3 		$791K Sell
68,681
-6,600
-9% -$72.3K 0.36% 65
2017
Q2 		$814K Buy
75,281
+161
+0.2% +$1.71K 0.39% 55
2017
Q1 		$787K Hold
75,120
– – 0.62% 51
2016
Q4 		$738K Sell
75,120
-6,386
-8% -$62.3K 0.63% 48
2016
Q3 		$825K Sell
81,506
-23,071
-22% -$227K 0.7% 49
2016
Q2 		$1.01M Buy
104,577
+59,365
+131% +$579K 0.86% 37
2016
Q1 		$461K Buy
45,212
+10,511
+30% +$102K 0.41% 75
2015
Q4 		$363K Buy
+34,701
New +$376K 0.29% 86
2015
Q2 		– Sell
-10,524
Closed -$126K – 304
2015
Q1 		$126K Buy
+10,524
New +$123K 0.08% 237
2014
Q3 		– Sell
-10,396
Closed -$128K – 287
2014
Q2 		$128K Sell
10,396
-9,296
-47% -$111K 0.11% 227
2014
Q1 		$236K Sell
19,692
-40,305
-67% -$474K 0.16% 192
2013
Q4 		$706K Sell
59,997
-2,509
-4% -$29.7K 0.45% 76
2013
Q3 		$746K Buy
+62,506
New +$759K 0.46% 46

Other funds holding IGA

Morgan Stanley
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Doliver Advisors's IGA Position: Q3 2020 in Review

Doliver Advisors sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q3 2020, closing a stake of 15,498 shares — an estimated $127K sold.

Doliver Advisors first reported a position in IGA in Q3 2013 and held it in 20 quarters. The position peaked at $1.01M in Q2 2016. 43 funds tracked by Wall St. Rank hold IGA as of Q3 2020.

  • Doliver Advisors reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q3 2020 after selling out during the quarter.
  • Doliver Advisors sold 15,498 Voya Global Advantage and Premium Opportunity Fund shares in Q3 2020, an estimated $127K.
  • Doliver Advisors first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q3 2013 and held it in 20 quarters.
  • Doliver Advisors's Voya Global Advantage and Premium Opportunity Fund position peaked at $1.01M in Q2 2016.
  • 43 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q3 2020.

Based on Doliver Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.