FAIM
IDE

Financial Advocates Investment Management’s Voya Infrastructure, Industrials and Materials Fund IDE Stock Holding History

Financial Advocates Investment 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
2018
Q1 		– Sell
-37,930
Closed -$639K – 509
2017
Q4 		$639K Buy
+37,930
New +$615K 0.09% 224

Other funds holding IDE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Financial Advocates Investment Management's IDE Position: Q1 2018 in Review

Financial Advocates Investment Management sold out of Voya Infrastructure, Industrials and Materials Fund (IDE) in Q1 2018, closing a stake of 37,930 shares — an estimated $639K sold.

Financial Advocates Investment Management first reported a position in IDE in Q4 2017 and held it in 1 quarter. The position peaked at $639K in Q4 2017. 34 funds tracked by Wall St. Rank hold IDE as of Q1 2018.

  • Financial Advocates Investment Management reported no remaining Voya Infrastructure, Industrials and Materials Fund position as of Q1 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 37,930 Voya Infrastructure, Industrials and Materials Fund shares in Q1 2018, an estimated $639K.
  • Financial Advocates Investment Management first reported a position in Voya Infrastructure, Industrials and Materials Fund in Q4 2017 and held it in 1 quarter.
  • Financial Advocates Investment Management's Voya Infrastructure, Industrials and Materials Fund position peaked at $639K in Q4 2017.
  • 34 funds tracked by Wall St. Rank held Voya Infrastructure, Industrials and Materials Fund as of Q1 2018.

Based on Financial Advocates Investment Management's 13F filing for Q1 2018, filed 11 May 2018.