FIM
IRR

Freedom Investment Management’s VOYA NATURAL RESOURCES EQUITY INCOME FUND IRR Stock Holding History

Freedom Investment 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
Q1 		– Sell
-20,316
Closed -$127K – 1259
2017
Q4 		$127K Buy
20,316
+9,802
+93% +$61.4K 0.01% 1091
2017
Q3 		$69K Buy
+10,514
New +$64.3K ﹤0.01% 1083

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

Freedom Investment Management's IRR Position: Q1 2018 in Review

Freedom Investment Management sold out of VOYA NATURAL RESOURCES EQUITY INCOME FUND (IRR) in Q1 2018, closing a stake of 20,316 shares — an estimated $127K sold.

Freedom Investment Management first reported a position in IRR in Q3 2017 and held it in 2 quarters. The position peaked at $127K in Q4 2017. 33 funds tracked by Wall St. Rank hold IRR as of Q1 2018.

  • Freedom Investment Management reported no remaining VOYA NATURAL RESOURCES EQUITY INCOME FUND position as of Q1 2018 after selling out during the quarter.
  • Freedom Investment Management sold 20,316 VOYA NATURAL RESOURCES EQUITY INCOME FUND shares in Q1 2018, an estimated $127K.
  • Freedom Investment Management first reported a position in VOYA NATURAL RESOURCES EQUITY INCOME FUND in Q3 2017 and held it in 2 quarters.
  • Freedom Investment Management's VOYA NATURAL RESOURCES EQUITY INCOME FUND position peaked at $127K in Q4 2017.
  • 33 funds tracked by Wall St. Rank held VOYA NATURAL RESOURCES EQUITY INCOME FUND as of Q1 2018.

Based on Freedom Investment Management's 13F filing for Q1 2018, filed 6 Apr 2018.