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IGA

Duncker Streett & Co’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Duncker Streett & Co’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
-166
Closed -$2K – 580
2013
Q4 		$2K Buy
+166
New +$1.96K ﹤0.01% 558

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

Duncker Streett & Co's IGA Position: Q1 2014 in Review

Duncker Streett & Co sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q1 2014, closing a stake of 166 shares — an estimated $2K sold.

Duncker Streett & Co first reported a position in IGA in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 28 funds tracked by Wall St. Rank hold IGA as of Q1 2014.

  • Duncker Streett & Co reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q1 2014 after selling out during the quarter.
  • Duncker Streett & Co sold 166 Voya Global Advantage and Premium Opportunity Fund shares in Q1 2014, an estimated $2K.
  • Duncker Streett & Co first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q4 2013 and held it in 1 quarter.
  • Duncker Streett & Co's Voya Global Advantage and Premium Opportunity Fund position peaked at $2K in Q4 2013.
  • 28 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q1 2014.

Based on Duncker Streett & Co's 13F filing for Q1 2014, filed 23 Apr 2014.