IFP Advisors’s VOYA NATURAL RESOURCES EQUITY INCOME FUND IRR Stock Holding History

IFP Advisors’s Portfolio IRR Stock Details IRR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-8,920	Closed	-$57K	–	4119
2018 Q3	$57K	Hold	8,920	–	–	﹤0.01%	1834
2018 Q2	$57K	Buy	8,920 +5,250	+143%	+$32.6K	﹤0.01%	1845
2018 Q1	$23K	Hold	3,670	–	–	﹤0.01%	2310
2017 Q4	$23K	Hold	3,670	–	–	﹤0.01%	2342
2017 Q3	$24K	Hold	3,670	–	–	﹤0.01%	2497
2017 Q2	$22K	Sell	3,670 -1,686	-31%	-$10.5K	﹤0.01%	2545
2017 Q1	$35K	Buy	5,356 +1,068	+25%	+$6.87K	﹤0.01%	2154
2016 Q4	$27K	Hold	4,288	–	–	﹤0.01%	2275
2016 Q3	$29K	Buy	4,288 +3,120	+267%	+$19.7K	﹤0.01%	2178
2016 Q2	$7K	Buy	+1,168	New	+$6.89K	﹤0.01%	2991
2016 Q1	–	Sell	-1,393	Closed	-$8K	–	4330
2015 Q4	$8K	Buy	+1,393	New	+$8.49K	﹤0.01%	2737

Other funds holding IRR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

IFP Advisors's IRR Position: Q4 2018 in Review

IFP Advisors sold out of VOYA NATURAL RESOURCES EQUITY INCOME FUND (IRR) in Q4 2018, closing a stake of 8,920 shares — an estimated $57K sold.

IFP Advisors first reported a position in IRR in Q4 2015 and held it in 11 quarters. The position peaked at $57K in Q3 2018. 36 funds tracked by Wall St. Rank hold IRR as of Q4 2018.

IFP Advisors reported no remaining VOYA NATURAL RESOURCES EQUITY INCOME FUND position as of Q4 2018 after selling out during the quarter.
IFP Advisors sold 8,920 VOYA NATURAL RESOURCES EQUITY INCOME FUND shares in Q4 2018, an estimated $57K.
IFP Advisors first reported a position in VOYA NATURAL RESOURCES EQUITY INCOME FUND in Q4 2015 and held it in 11 quarters.
IFP Advisors's VOYA NATURAL RESOURCES EQUITY INCOME FUND position peaked at $57K in Q3 2018.
36 funds tracked by Wall St. Rank held VOYA NATURAL RESOURCES EQUITY INCOME FUND as of Q4 2018.

Based on IFP Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.