KFS
IGA

KMS Financial Services’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

KMS Financial Services’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
Q1 		– Sell
-10,100
Closed -$119K – 543
2013
Q4 		$119K Hold
10,100
– – 0.02% 502
2013
Q3 		$121K Hold
10,100
– – 0.03% 421
2013
Q2 		$125K Buy
+10,100
New +$130K 0.03% 363

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

KMS Financial Services's IGA Position: Q1 2014 in Review

KMS Financial Services sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q1 2014, closing a stake of 10,100 shares — an estimated $119K sold.

KMS Financial Services first reported a position in IGA in Q2 2013 and held it in 3 quarters. The position peaked at $125K in Q2 2013. 28 funds tracked by Wall St. Rank hold IGA as of Q1 2014.

  • KMS Financial Services reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q1 2014 after selling out during the quarter.
  • KMS Financial Services sold 10,100 Voya Global Advantage and Premium Opportunity Fund shares in Q1 2014, an estimated $119K.
  • KMS Financial Services first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q2 2013 and held it in 3 quarters.
  • KMS Financial Services's Voya Global Advantage and Premium Opportunity Fund position peaked at $125K in Q2 2013.
  • 28 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q1 2014.

Based on KMS Financial Services's 13F filing for Q1 2014, filed 9 May 2014.