Janney Montgomery Scott
IGA

Janney Montgomery Scott’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Janney Montgomery Scott’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
2014
Q4 		– Sell
-12,317
Closed -$151K – 2362
2014
Q3 		$151K Buy
+12,317
New +$150K ﹤0.01% 2077

Other funds holding IGA

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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

Janney Montgomery Scott's IGA Position: Q4 2014 in Review

Janney Montgomery Scott sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q4 2014, closing a stake of 12,317 shares — an estimated $151K sold.

Janney Montgomery Scott first reported a position in IGA in Q3 2014 and held it in 1 quarter. The position peaked at $151K in Q3 2014. 28 funds tracked by Wall St. Rank hold IGA as of Q4 2014.

  • Janney Montgomery Scott reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q4 2014 after selling out during the quarter.
  • Janney Montgomery Scott sold 12,317 Voya Global Advantage and Premium Opportunity Fund shares in Q4 2014, an estimated $151K.
  • Janney Montgomery Scott first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q3 2014 and held it in 1 quarter.
  • Janney Montgomery Scott's Voya Global Advantage and Premium Opportunity Fund position peaked at $151K in Q3 2014.
  • 28 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q4 2014.

Based on Janney Montgomery Scott's 13F filing for Q4 2014, filed 10 Feb 2015.