MBT
IGD

Monroe Bank & Trust’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

Monroe Bank & Trust’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
2014
Q2 		– Sell
-16,000
Closed -$147K – 305
2014
Q1 		$147K Buy
+16,000
New +$143K 0.05% 158

Other funds holding IGD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IMS
Index Management Solutions Philadelphia, Pennsylvania $101M AUM 12.09% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Monroe Bank & Trust's IGD Position: Q2 2014 in Review

Monroe Bank & Trust sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q2 2014, closing a stake of 16,000 shares — an estimated $147K sold.

Monroe Bank & Trust first reported a position in IGD in Q1 2014 and held it in 1 quarter. The position peaked at $147K in Q1 2014. 55 funds tracked by Wall St. Rank hold IGD as of Q2 2014.

  • Monroe Bank & Trust reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q2 2014 after selling out during the quarter.
  • Monroe Bank & Trust sold 16,000 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q2 2014, an estimated $147K.
  • Monroe Bank & Trust first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q1 2014 and held it in 1 quarter.
  • Monroe Bank & Trust's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $147K in Q1 2014.
  • 55 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q2 2014.

Based on Monroe Bank & Trust's 13F filing for Q2 2014, filed 31 Jul 2014.