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

Ladenburg Thalmann 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
2019 Q4	$319K	Hold	30,450	–	–	﹤0.01%	2168
2019 Q3	$315K	Hold	30,450	–	–	﹤0.01%	2129
2019 Q2	$325K	Sell	30,450 -78	-0.3%	-$819	﹤0.01%	2092
2019 Q1	$328K	Sell	30,528 -500	-2%	-$5.09K	﹤0.01%	2014
2018 Q4	$285K	Buy	31,028 +2,978	+11%	+$30.3K	﹤0.01%	1952
2018 Q3	$320K	Sell	28,050 -4,412	-14%	-$50.9K	﹤0.01%	1940
2018 Q2	$354K	Hold	32,462	–	–	﹤0.01%	1819
2018 Q1	$354K	Buy	32,462 +4,514	+16%	+$51.1K	﹤0.01%	1819
2017 Q4	$319K	Sell	27,948 -3,600	-11%	-$41.1K	﹤0.01%	1864
2017 Q3	$363K	Buy	31,548 +16,313	+107%	+$179K	﹤0.01%	1668
2017 Q2	$165K	Buy	15,235 +2,824	+23%	+$30K	﹤0.01%	2158
2017 Q1	$130K	Buy	12,411 +2,211	+22%	+$22.5K	﹤0.01%	2232
2016 Q4	$100K	Hold	10,200	–	–	﹤0.01%	2329
2016 Q3	$103K	Sell	10,200 -2,400	-19%	-$23.7K	﹤0.01%	2233
2016 Q2	$125K	Buy	12,600 +1,500	+14%	+$14.6K	﹤0.01%	1993
2016 Q1	$113K	Sell	11,100 -3,245	-23%	-$31.4K	﹤0.01%	1976
2015 Q4	$150K	Buy	14,345 +2,389	+20%	+$25.9K	﹤0.01%	1777
2015 Q3	$128K	Buy	11,956 +49	+0.4%	+$567	﹤0.01%	1808
2015 Q2	$149K	Sell	11,907 -451	-4%	-$5.54K	﹤0.01%	1813
2015 Q1	$148K	Sell	12,358 -1,486	-11%	-$17.4K	﹤0.01%	1795
2014 Q4	$159K	Buy	13,844 +2,384	+21%	+$28.3K	﹤0.01%	1595
2014 Q3	$141K	Buy	11,460 +46	+0.4%	+$559	﹤0.01%	1401
2014 Q2	$141K	Buy	11,414 +46	+0.4%	+$547	﹤0.01%	1392
2014 Q1	$136K	Sell	11,368 -956	-8%	-$11.2K	﹤0.01%	1330
2013 Q4	$145K	Buy	12,324 +43	+0.4%	+$509	﹤0.01%	1242
2013 Q3	$147K	Buy	12,281 +41	+0.3%	+$498	0.01%	1169
2013 Q2	$152K	Buy	+12,240	New	+$158K	0.01%	1102

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

Ladenburg Thalmann Financial Services's IGA Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services held its Voya Global Advantage and Premium Opportunity Fund (IGA) position steady in Q4 2019 at 30,450 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #2168.

Ladenburg Thalmann Financial Services first reported a position in IGA in Q2 2013 and has held it in 27 quarters since. The position peaked at $363K in Q3 2017. 35 funds tracked by Wall St. Rank hold IGA as of Q4 2019.

Ladenburg Thalmann Financial Services held 30,450 shares of Voya Global Advantage and Premium Opportunity Fund worth $319K as of Q4 2019.
Ladenburg Thalmann Financial Services left its Voya Global Advantage and Premium Opportunity Fund share count unchanged in Q4 2019.
Voya Global Advantage and Premium Opportunity Fund made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2168 holding.
Ladenburg Thalmann Financial Services first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q2 2013 and has held it in 27 quarters since.
Ladenburg Thalmann Financial Services's Voya Global Advantage and Premium Opportunity Fund position peaked at $363K in Q3 2017.
35 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.