Girard Partners’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Girard Partners’s Portfolio IGA Stock Details IGA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-4,635	Closed	-$53K	–	493
2018 Q3	$53K	Buy	+4,635	New	+$53.5K	0.01%	438
2018 Q1	–	Sell	-11,700	Closed	-$134K	–	275
2017 Q4	$134K	Hold	11,700	–	–	0.03%	275
2017 Q3	$135K	Sell	11,700 -8,250	-41%	-$90.4K	0.03%	251
2017 Q2	$216K	Buy	+19,950	New	+$212K	0.05%	242

Other funds holding IGA

AAM

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WAM

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Girard Partners's IGA Position: Q4 2018 in Review

Girard Partners sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q4 2018, closing a stake of 4,635 shares — an estimated $53K sold.

Girard Partners first reported a position in IGA in Q2 2017 and held it in 4 quarters. The position peaked at $216K in Q2 2017. 46 funds tracked by Wall St. Rank hold IGA as of Q4 2018.

Girard Partners reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 4,635 Voya Global Advantage and Premium Opportunity Fund shares in Q4 2018, an estimated $53K.
Girard Partners first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q2 2017 and held it in 4 quarters.
Girard Partners's Voya Global Advantage and Premium Opportunity Fund position peaked at $216K in Q2 2017.
46 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.