EWM
IGD

Edge Wealth Management’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

Edge Wealth Management’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
2013
Q3 		– Sell
-836
Closed -$8K – 348
2013
Q2 		$8K Buy
+836
New +$7.83K 0.01% 243

Other funds holding IGD

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Edge Wealth Management's IGD Position: Q3 2013 in Review

Edge Wealth Management sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q3 2013, closing a stake of 836 shares — an estimated $8K sold.

Edge Wealth Management first reported a position in IGD in Q2 2013 and held it in 1 quarter. The position peaked at $8K in Q2 2013. 53 funds tracked by Wall St. Rank hold IGD as of Q3 2013.

  • Edge Wealth Management reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q3 2013 after selling out during the quarter.
  • Edge Wealth Management sold 836 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q3 2013, an estimated $8K.
  • Edge Wealth Management first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q2 2013 and held it in 1 quarter.
  • Edge Wealth Management's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $8K in Q2 2013.
  • 53 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q3 2013.

Based on Edge Wealth Management's 13F filing for Q3 2013, filed 7 Oct 2013.