FGC
IRR

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

Financial Gravity Companies’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
Q1 		$6K Buy
989
+437
+79% +$2.74K 0.01% 714
2017
Q4 		$4K Buy
+552
New +$3.46K ﹤0.01% 808

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
SP
SWS Partners Columbus, Ohio $405M AUM 26.81% 1-Year Est. Return

Financial Gravity Companies's IRR Position: Q1 2018 in Review

Financial Gravity Companies increased its VOYA NATURAL RESOURCES EQUITY INCOME FUND (IRR) stake by 79% in Q1 2018, buying an estimated $2.74K and bringing the position to 989 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #714.

Financial Gravity Companies first reported a position in IRR in Q4 2017 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold IRR as of Q1 2018.

  • Financial Gravity Companies held 989 shares of VOYA NATURAL RESOURCES EQUITY INCOME FUND worth $6K as of Q1 2018.
  • Financial Gravity Companies bought 437 VOYA NATURAL RESOURCES EQUITY INCOME FUND shares in Q1 2018, an estimated $2.74K.
  • VOYA NATURAL RESOURCES EQUITY INCOME FUND made up 0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #714 holding.
  • Financial Gravity Companies first reported a position in VOYA NATURAL RESOURCES EQUITY INCOME FUND in Q4 2017 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held VOYA NATURAL RESOURCES EQUITY INCOME FUND as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.