Genesis Wealth Advisors’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

Genesis Wealth Advisors’s Portfolio IGD Stock Details IGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	$3.06K	Hold	375	–	–	﹤0.01%	450
2015 Q1	$3.09K	Hold	375	–	–	﹤0.01%	411
2014 Q4	$3.19K	Buy	+375	New	+$3.34K	﹤0.01%	440

Other funds holding IGD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Genesis Wealth Advisors's IGD Position: Q2 2015 in Review

Genesis Wealth Advisors held its Voya Global Equity Dividend and Premium Opportunity Fund (IGD) position steady in Q2 2015 at 375 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Genesis Wealth Advisors first reported a position in IGD in Q4 2014 and has held it in 3 quarters since. The position peaked at $3.19K in Q4 2014. 66 funds tracked by Wall St. Rank hold IGD as of Q2 2015.

Genesis Wealth Advisors held 375 shares of Voya Global Equity Dividend and Premium Opportunity Fund worth $3.06K as of Q2 2015.
Genesis Wealth Advisors left its Voya Global Equity Dividend and Premium Opportunity Fund share count unchanged in Q2 2015.
Voya Global Equity Dividend and Premium Opportunity Fund made up ﹤0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #450 holding.
Genesis Wealth Advisors first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q4 2014 and has held it in 3 quarters since.
Genesis Wealth Advisors's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $3.19K in Q4 2014.
66 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.