LA
IDE

Legacy Advisors’s Voya Infrastructure, Industrials and Materials Fund IDE Stock Holding History

Legacy Advisors’s Portfolio IDE Stock Details IDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-2,181
Closed -$34K – 483
2018
Q2 		$34K Buy
+2,181
New +$33.4K 0.03% 217

Other funds holding IDE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Legacy Advisors's IDE Position: Q3 2018 in Review

Legacy Advisors sold out of Voya Infrastructure, Industrials and Materials Fund (IDE) in Q3 2018, closing a stake of 2,181 shares — an estimated $34K sold.

Legacy Advisors first reported a position in IDE in Q2 2018 and held it in 1 quarter. The position peaked at $34K in Q2 2018. 30 funds tracked by Wall St. Rank hold IDE as of Q3 2018.

  • Legacy Advisors reported no remaining Voya Infrastructure, Industrials and Materials Fund position as of Q3 2018 after selling out during the quarter.
  • Legacy Advisors sold 2,181 Voya Infrastructure, Industrials and Materials Fund shares in Q3 2018, an estimated $34K.
  • Legacy Advisors first reported a position in Voya Infrastructure, Industrials and Materials Fund in Q2 2018 and held it in 1 quarter.
  • Legacy Advisors's Voya Infrastructure, Industrials and Materials Fund position peaked at $34K in Q2 2018.
  • 30 funds tracked by Wall St. Rank held Voya Infrastructure, Industrials and Materials Fund as of Q3 2018.

Based on Legacy Advisors's 13F filing for Q3 2018, filed 18 Oct 2018.