I
IGA

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

IberiaBank’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
2015
Q3 		– Sell
-18,000
Closed -$225K – 180
2015
Q2 		$225K Buy
+18,000
New +$221K 0.1% 166

Other funds holding IGA

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IberiaBank's IGA Position: Q3 2015 in Review

IberiaBank sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q3 2015, closing a stake of 18,000 shares — an estimated $225K sold.

IberiaBank first reported a position in IGA in Q2 2015 and held it in 1 quarter. The position peaked at $225K in Q2 2015. 23 funds tracked by Wall St. Rank hold IGA as of Q3 2015.

  • IberiaBank reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q3 2015 after selling out during the quarter.
  • IberiaBank sold 18,000 Voya Global Advantage and Premium Opportunity Fund shares in Q3 2015, an estimated $225K.
  • IberiaBank first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q2 2015 and held it in 1 quarter.
  • IberiaBank's Voya Global Advantage and Premium Opportunity Fund position peaked at $225K in Q2 2015.
  • 23 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q3 2015.

Based on IberiaBank's 13F filing for Q3 2015, filed 17 Nov 2015.