LWCFA
IGD

Loring Wolcott & Coolidge Fiduciary Advisors’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio IGD Stock Details IGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-833
Closed -$8K – 559
2013
Q2 		$8K Buy
+833
New +$7.8K ﹤0.01% 548

Other funds holding IGD

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's IGD Position: Q3 2013 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q3 2013, closing a stake of 833 shares — an estimated $8K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IGD in Q2 2013 and held it in 1 quarter. The position peaked at $8K in Q2 2013. 53 funds tracked by Wall St. Rank hold IGD as of Q3 2013.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q3 2013 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 833 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q3 2013, an estimated $8K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q2 2013 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $8K in Q2 2013.
  • 53 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q3 2013.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2013, filed 13 Nov 2013.