Lido Advisors
IGA

Lido Advisors’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Lido Advisors’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
2020
Q2 		– Sell
-10,000
Closed -$77K – 634
2020
Q1 		$77K Hold
10,000
– – ﹤0.01% 565
2019
Q4 		$107K Buy
+10,000
New +$104K ﹤0.01% 638

Other funds holding IGA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors's IGA Position: Q2 2020 in Review

Lido Advisors sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q2 2020, closing a stake of 10,000 shares — an estimated $77K sold.

Lido Advisors first reported a position in IGA in Q4 2019 and held it in 2 quarters. The position peaked at $107K in Q4 2019. 44 funds tracked by Wall St. Rank hold IGA as of Q2 2020.

  • Lido Advisors reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q2 2020 after selling out during the quarter.
  • Lido Advisors sold 10,000 Voya Global Advantage and Premium Opportunity Fund shares in Q2 2020, an estimated $77K.
  • Lido Advisors first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q4 2019 and held it in 2 quarters.
  • Lido Advisors's Voya Global Advantage and Premium Opportunity Fund position peaked at $107K in Q4 2019.
  • 44 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q2 2020.

Based on Lido Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.