Intercontinental Wealth Advisors’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Intercontinental Wealth Advisors’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
2019 Q4	–	Sell	-850	Closed	-$9K	–	388
2019 Q3	$9K	Hold	850	–	–	0.01%	349
2019 Q2	$9K	Hold	850	–	–	﹤0.01%	332
2019 Q1	$9K	Hold	850	–	–	﹤0.01%	362
2018 Q4	$8K	Buy	+850	New	+$8.64K	﹤0.01%	374

Other funds holding IGA

AAM

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UCFA

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

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

Intercontinental Wealth Advisors's IGA Position: Q4 2019 in Review

Intercontinental Wealth Advisors sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q4 2019, closing a stake of 850 shares — an estimated $9K sold.

Intercontinental Wealth Advisors first reported a position in IGA in Q4 2018 and held it in 4 quarters. The position peaked at $9K in Q3 2019. 35 funds tracked by Wall St. Rank hold IGA as of Q4 2019.

Intercontinental Wealth Advisors reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q4 2019 after selling out during the quarter.
Intercontinental Wealth Advisors sold 850 Voya Global Advantage and Premium Opportunity Fund shares in Q4 2019, an estimated $9K.
Intercontinental Wealth Advisors first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q4 2018 and held it in 4 quarters.
Intercontinental Wealth Advisors's Voya Global Advantage and Premium Opportunity Fund position peaked at $9K in Q3 2019.
35 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q4 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.