MWM
IHD

Merriman Wealth Management’s Voya Emerging Markets High Income Dividend Equity Fund IHD Stock Holding History

Merriman Wealth Management’s Portfolio IHD Stock Details IHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-22,000
Closed -$259K – 68
2013
Q4 		$259K Buy
+22,000
New +$270K 0.11% 72

Other funds holding IHD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Merriman Wealth Management's IHD Position: Q1 2014 in Review

Merriman Wealth Management sold out of Voya Emerging Markets High Income Dividend Equity Fund (IHD) in Q1 2014, closing a stake of 22,000 shares — an estimated $259K sold.

Merriman Wealth Management first reported a position in IHD in Q4 2013 and held it in 1 quarter. The position peaked at $259K in Q4 2013. 23 funds tracked by Wall St. Rank hold IHD as of Q1 2014.

  • Merriman Wealth Management reported no remaining Voya Emerging Markets High Income Dividend Equity Fund position as of Q1 2014 after selling out during the quarter.
  • Merriman Wealth Management sold 22,000 Voya Emerging Markets High Income Dividend Equity Fund shares in Q1 2014, an estimated $259K.
  • Merriman Wealth Management first reported a position in Voya Emerging Markets High Income Dividend Equity Fund in Q4 2013 and held it in 1 quarter.
  • Merriman Wealth Management's Voya Emerging Markets High Income Dividend Equity Fund position peaked at $259K in Q4 2013.
  • 23 funds tracked by Wall St. Rank held Voya Emerging Markets High Income Dividend Equity Fund as of Q1 2014.

Based on Merriman Wealth Management's 13F filing for Q1 2014, filed 14 May 2014.