MAFM
IDE

Mid Atlantic Financial Management’s Voya Infrastructure, Industrials and Materials Fund IDE Stock Holding History

Mid Atlantic Financial Management’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
2021
Q3 		$164K Buy
+13,050
New +$169K 0.01% 858

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mid Atlantic Financial Management's IDE Position: Q3 2021 in Review

Mid Atlantic Financial Management opened a new position in Voya Infrastructure, Industrials and Materials Fund (IDE) in Q3 2021: 13,050 shares worth $164K. The stake represents 0.01% of the portfolio and ranks #858 among its holdings.

31 funds tracked by Wall St. Rank hold IDE as of Q3 2021.

  • Mid Atlantic Financial Management held 13,050 shares of Voya Infrastructure, Industrials and Materials Fund worth $164K as of Q3 2021.
  • Voya Infrastructure, Industrials and Materials Fund was a new Mid Atlantic Financial Management position in Q3 2021.
  • Voya Infrastructure, Industrials and Materials Fund made up 0.01% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #858 holding.
  • 31 funds tracked by Wall St. Rank held Voya Infrastructure, Industrials and Materials Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.