MA
IRR

MUFG Americas’s VOYA NATURAL RESOURCES EQUITY INCOME FUND IRR Stock Holding History

MUFG Americas’s Portfolio IRR Stock Details IRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-61
Closed -$1K – 1355
2015
Q1 		$1K Buy
61
+10
+20% +$88 ﹤0.01% 1139
2014
Q4 		$0 Hold
51
– – ﹤0.01% 1370
2014
Q3 		$1K Hold
51
– – ﹤0.01% 1287
2014
Q2 		$1K Buy
+51
New +$552 ﹤0.01% 1160

Other funds holding IRR

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

MUFG Americas's IRR Position: Q2 2015 in Review

MUFG Americas sold out of VOYA NATURAL RESOURCES EQUITY INCOME FUND (IRR) in Q2 2015, closing a stake of 61 shares — an estimated $1K sold.

MUFG Americas first reported a position in IRR in Q2 2014 and held it in 4 quarters. The position peaked at $1K in Q1 2015. 36 funds tracked by Wall St. Rank hold IRR as of Q2 2015.

  • MUFG Americas reported no remaining VOYA NATURAL RESOURCES EQUITY INCOME FUND position as of Q2 2015 after selling out during the quarter.
  • MUFG Americas sold 61 VOYA NATURAL RESOURCES EQUITY INCOME FUND shares in Q2 2015, an estimated $1K.
  • MUFG Americas first reported a position in VOYA NATURAL RESOURCES EQUITY INCOME FUND in Q2 2014 and held it in 4 quarters.
  • MUFG Americas's VOYA NATURAL RESOURCES EQUITY INCOME FUND position peaked at $1K in Q1 2015.
  • 36 funds tracked by Wall St. Rank held VOYA NATURAL RESOURCES EQUITY INCOME FUND as of Q2 2015.

Based on MUFG Americas's 13F filing for Q2 2015, filed 13 Aug 2015.