National Planning Corporation’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

National Planning Corporation’s Portfolio IGA Stock Details IGA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-16,855	Closed	-$194K	–	297
2017 Q3	$194K	Buy	16,855 +181	+1%	+$1.98K	0.02%	636
2017 Q2	$178K	Sell	16,674 -152	-0.9%	-$1.61K	0.01%	692
2017 Q1	$173K	Buy	16,826 +852	+5%	+$8.69K	0.01%	656
2016 Q4	$161K	Buy	15,974 +57	+0.4%	+$556	0.01%	646
2016 Q3	$152K	Buy	+15,917	New	+$157K	0.01%	613
2015 Q1	–	Sell	-300	Closed	-$3.41K	–	1316
2014 Q4	$3.41K	Buy	+300	New	+$3.56K	﹤0.01%	2450

Other funds holding IGA

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

National Planning Corporation's IGA Position: Q4 2017 in Review

National Planning Corporation sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q4 2017, closing a stake of 16,855 shares — an estimated $194K sold.

National Planning Corporation first reported a position in IGA in Q4 2014 and held it in 6 quarters. The position peaked at $194K in Q3 2017. 40 funds tracked by Wall St. Rank hold IGA as of Q4 2017.

National Planning Corporation reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q4 2017 after selling out during the quarter.
National Planning Corporation sold 16,855 Voya Global Advantage and Premium Opportunity Fund shares in Q4 2017, an estimated $194K.
National Planning Corporation first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q4 2014 and held it in 6 quarters.
National Planning Corporation's Voya Global Advantage and Premium Opportunity Fund position peaked at $194K in Q3 2017.
40 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.