GIA
IGD

Gladstone Institutional Advisory’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

Gladstone Institutional Advisory’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
2019
Q3 		– Sell
-14,900
Closed -$97K – 290
2019
Q2 		$97K Buy
+14,900
New +$96.5K 0.03% 264

Other funds holding IGD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Gladstone Institutional Advisory's IGD Position: Q3 2019 in Review

Gladstone Institutional Advisory sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q3 2019, closing a stake of 14,900 shares — an estimated $97K sold.

Gladstone Institutional Advisory first reported a position in IGD in Q2 2019 and held it in 1 quarter. The position peaked at $97K in Q2 2019. 79 funds tracked by Wall St. Rank hold IGD as of Q3 2019.

  • Gladstone Institutional Advisory reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q3 2019 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 14,900 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q3 2019, an estimated $97K.
  • Gladstone Institutional Advisory first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q2 2019 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $97K in Q2 2019.
  • 79 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q3 2019.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2019, filed 13 Nov 2019.