FMII
IGA

Farmers & Merchants Investments Inc’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Farmers & Merchants Investments Inc’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
2015
Q1 		– Sell
-400
Closed -$5K – 750
2014
Q4 		$5K Hold
400
– – ﹤0.01% 593
2014
Q3 		$5K Hold
400
– – ﹤0.01% 612
2014
Q2 		$5K Hold
400
– – ﹤0.01% 591
2014
Q1 		$5K Hold
400
– – ﹤0.01% 594
2013
Q4 		$5K Hold
400
– – ﹤0.01% 602
2013
Q3 		$5K Sell
400
-200
-33% -$2.43K ﹤0.01% 559
2013
Q2 		$7K Buy
+600
New +$7.75K ﹤0.01% 508

Other funds holding IGA

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.42% 1-Year Est. Return

Farmers & Merchants Investments Inc's IGA Position: Q1 2015 in Review

Farmers & Merchants Investments Inc sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q1 2015, closing a stake of 400 shares — an estimated $5K sold.

Farmers & Merchants Investments Inc first reported a position in IGA in Q2 2013 and held it in 7 quarters. The position peaked at $7K in Q2 2013. 24 funds tracked by Wall St. Rank hold IGA as of Q1 2015.

  • Farmers & Merchants Investments Inc reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q1 2015 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 400 Voya Global Advantage and Premium Opportunity Fund shares in Q1 2015, an estimated $5K.
  • Farmers & Merchants Investments Inc first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q2 2013 and held it in 7 quarters.
  • Farmers & Merchants Investments Inc's Voya Global Advantage and Premium Opportunity Fund position peaked at $7K in Q2 2013.
  • 24 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q1 2015.

Based on Farmers & Merchants Investments Inc's 13F filing for Q1 2015, filed 14 Apr 2015.