IFWM
IGD

Institute for Wealth Management’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

Institute for Wealth Management’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
2013
Q3 		– Sell
-1,531
Closed -$14K – 86
2013
Q2 		$14K Buy
+1,531
New +$14.3K 0.01% 79

Other funds holding IGD

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Institute for Wealth Management's IGD Position: Q3 2013 in Review

Institute for Wealth Management sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q3 2013, closing a stake of 1,531 shares — an estimated $14K sold.

Institute for Wealth Management first reported a position in IGD in Q2 2013 and held it in 1 quarter. The position peaked at $14K in Q2 2013. 53 funds tracked by Wall St. Rank hold IGD as of Q3 2013.

  • Institute for Wealth Management reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q3 2013 after selling out during the quarter.
  • Institute for Wealth Management sold 1,531 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q3 2013, an estimated $14K.
  • Institute for Wealth Management first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q2 2013 and held it in 1 quarter.
  • Institute for Wealth Management's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $14K in Q2 2013.
  • 53 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q3 2013.

Based on Institute for Wealth Management's 13F filing for Q3 2013, filed 4 Nov 2013.