DWM
IDE

Doyle Wealth Management’s Voya Infrastructure, Industrials and Materials Fund IDE Stock Holding History

Doyle Wealth Management’s Portfolio IDE Stock Details IDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-18
Closed – – 420
2018
Q4 		$0 Buy
+18
New +$234 ﹤0.01% 862

Other funds holding IDE

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Doyle Wealth Management's IDE Position: Q1 2019 in Review

Doyle Wealth Management sold out of Voya Infrastructure, Industrials and Materials Fund (IDE) in Q1 2019, closing a stake of 18 shares.

Doyle Wealth Management first reported a position in IDE in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 39 funds tracked by Wall St. Rank hold IDE as of Q1 2019.

  • Doyle Wealth Management reported no remaining Voya Infrastructure, Industrials and Materials Fund position as of Q1 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 18 Voya Infrastructure, Industrials and Materials Fund shares in Q1 2019.
  • Doyle Wealth Management first reported a position in Voya Infrastructure, Industrials and Materials Fund in Q4 2018 and held it in 1 quarter.
  • Doyle Wealth Management's Voya Infrastructure, Industrials and Materials Fund position peaked at $0 in Q4 2018.
  • 39 funds tracked by Wall St. Rank held Voya Infrastructure, Industrials and Materials Fund as of Q1 2019.

Based on Doyle Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.