FGAM
IRR

Financial Gravity Asset Management’s VOYA NATURAL RESOURCES EQUITY INCOME FUND IRR Stock Holding History

Financial Gravity Asset Management’s Portfolio IRR Stock Details IRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$8K Buy
1,431
+173
+14% +$1.09K 0.01% 644
2018
Q2 		$8K Buy
1,258
+269
+27% +$1.67K 0.01% 634
2018
Q1 		$6K Buy
+989
New +$6.2K 0.01% 714

Other funds holding IRR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Financial Gravity Asset Management's IRR Position: Q3 2018 in Review

Financial Gravity Asset Management increased its VOYA NATURAL RESOURCES EQUITY INCOME FUND (IRR) stake by 14% in Q3 2018, buying an estimated $1.09K and bringing the position to 1,431 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #644.

Financial Gravity Asset Management first reported a position in IRR in Q1 2018 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold IRR as of Q3 2018.

  • Financial Gravity Asset Management held 1,431 shares of VOYA NATURAL RESOURCES EQUITY INCOME FUND worth $8K as of Q3 2018.
  • Financial Gravity Asset Management bought 173 VOYA NATURAL RESOURCES EQUITY INCOME FUND shares in Q3 2018, an estimated $1.09K.
  • VOYA NATURAL RESOURCES EQUITY INCOME FUND made up 0.01% of Financial Gravity Asset Management's portfolio in Q3 2018, its #644 holding.
  • Financial Gravity Asset Management first reported a position in VOYA NATURAL RESOURCES EQUITY INCOME FUND in Q1 2018 and has held it in 3 quarters since.
  • 34 funds tracked by Wall St. Rank held VOYA NATURAL RESOURCES EQUITY INCOME FUND as of Q3 2018.

Based on Financial Gravity Asset Management's 13F filing for Q3 2018, filed 31 Oct 2018.