KC
IGA

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

KHP Capital’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
2018
Q3 		$14K Hold
1,250
– – 0.01% 145
2018
Q2 		$14K Hold
1,250
– – 0.01% 144
2018
Q1 		$14K Buy
+1,250
New +$14.2K 0.01% 140

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

KHP Capital's IGA Position: Q3 2018 in Review

KHP Capital held its Voya Global Advantage and Premium Opportunity Fund (IGA) position steady in Q3 2018 at 1,250 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #145.

KHP Capital first reported a position in IGA in Q1 2018 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold IGA as of Q3 2018.

  • KHP Capital held 1,250 shares of Voya Global Advantage and Premium Opportunity Fund worth $14K as of Q3 2018.
  • KHP Capital left its Voya Global Advantage and Premium Opportunity Fund share count unchanged in Q3 2018.
  • Voya Global Advantage and Premium Opportunity Fund made up 0.01% of KHP Capital's portfolio in Q3 2018, its #145 holding.
  • KHP Capital first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q1 2018 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q3 2018.

Based on KHP Capital's 13F filing for Q3 2018, filed 8 Nov 2018.