HHGA
IGD

Halbert Hargrove Global Advisors’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

Halbert Hargrove Global 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
2023
Q4 		– Sell
-11,200
Closed -$54.9K – 103
2023
Q3 		$54.9K Hold
11,200
– – ﹤0.01% 98
2023
Q2 		$57.6K Hold
11,200
– – ﹤0.01% 94
2023
Q1 		$57.1K Buy
+11,200
New +$59.3K ﹤0.01% 166

Other funds holding IGD

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Halbert Hargrove Global Advisors's IGD Position: Q4 2023 in Review

Halbert Hargrove Global Advisors sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q4 2023, closing a stake of 11,200 shares — an estimated $54.9K sold.

Halbert Hargrove Global Advisors first reported a position in IGD in Q1 2023 and held it in 3 quarters. The position peaked at $57.6K in Q2 2023. 100 funds tracked by Wall St. Rank hold IGD as of Q4 2023.

  • Halbert Hargrove Global Advisors reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q4 2023 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 11,200 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q4 2023, an estimated $54.9K.
  • Halbert Hargrove Global Advisors first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q1 2023 and held it in 3 quarters.
  • Halbert Hargrove Global Advisors's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $57.6K in Q2 2023.
  • 100 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q4 2023.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.