HRIA
IGD

Haberer Registered Investment Advisor’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

Haberer Registered Investment Advisor’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
Q1 		– Sell
-4,520
Closed -$38K – 313
2014
Q4 		$38K Buy
+4,520
New +$40.2K 0.02% 156

Other funds holding IGD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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

Haberer Registered Investment Advisor's IGD Position: Q1 2015 in Review

Haberer Registered Investment Advisor sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q1 2015, closing a stake of 4,520 shares — an estimated $38K sold.

Haberer Registered Investment Advisor first reported a position in IGD in Q4 2014 and held it in 1 quarter. The position peaked at $38K in Q4 2014. 59 funds tracked by Wall St. Rank hold IGD as of Q1 2015.

  • Haberer Registered Investment Advisor reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q1 2015 after selling out during the quarter.
  • Haberer Registered Investment Advisor sold 4,520 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q1 2015, an estimated $38K.
  • Haberer Registered Investment Advisor first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q4 2014 and held it in 1 quarter.
  • Haberer Registered Investment Advisor's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $38K in Q4 2014.
  • 59 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q1 2015.

Based on Haberer Registered Investment Advisor's 13F filing for Q1 2015, filed 8 Apr 2015.