GWM
IAE

Gupta Wealth Management’s Voya Asia Pacific High Dividend Equity Income Fund IAE Stock Holding History

Gupta Wealth Management’s Portfolio IAE Stock Details IAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-500
Closed -$6K – 1295
2015
Q2 		$6K Buy
+500
New +$5.92K ﹤0.01% 997

Other funds holding IAE

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
PCM
Pointe Capital Management Grosse Pointe Farms, Michigan $202M AUM 17.2% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Gupta Wealth Management's IAE Position: Q3 2015 in Review

Gupta Wealth Management sold out of Voya Asia Pacific High Dividend Equity Income Fund (IAE) in Q3 2015, closing a stake of 500 shares — an estimated $6K sold.

Gupta Wealth Management first reported a position in IAE in Q2 2015 and held it in 1 quarter. The position peaked at $6K in Q2 2015. 35 funds tracked by Wall St. Rank hold IAE as of Q3 2015.

  • Gupta Wealth Management reported no remaining Voya Asia Pacific High Dividend Equity Income Fund position as of Q3 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 500 Voya Asia Pacific High Dividend Equity Income Fund shares in Q3 2015, an estimated $6K.
  • Gupta Wealth Management first reported a position in Voya Asia Pacific High Dividend Equity Income Fund in Q2 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Voya Asia Pacific High Dividend Equity Income Fund position peaked at $6K in Q2 2015.
  • 35 funds tracked by Wall St. Rank held Voya Asia Pacific High Dividend Equity Income Fund as of Q3 2015.

Based on Gupta Wealth Management's 13F filing for Q3 2015, filed 18 Nov 2015.