Next Financial Group’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

Next Financial Group’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
2017 Q1	–	Sell	-516	Closed	-$3K	–	2062
2016 Q4	$3K	Sell	516 -10,654	-95%	-$74.2K	﹤0.01%	2079
2016 Q3	$81K	Sell	11,170 -2,252	-17%	-$16K	0.01%	746
2016 Q2	$93K	Buy	13,422 +4,790	+55%	+$33.1K	0.03%	473
2016 Q1	$61K	Sell	8,632 -4,125	-32%	-$27.1K	0.02%	558
2015 Q4	$89K	Buy	12,757 +5,629	+79%	+$41K	0.03%	453
2015 Q3	$49K	Buy	7,128 +74	+1%	+$564	0.02%	635
2015 Q2	$57K	Buy	7,054 +2,315	+49%	+$19.5K	0.02%	631
2015 Q1	$39K	Buy	+4,739	New	+$39.3K	0.01%	747
2014 Q4	–	Sell	-716	Closed	-$7K	–	2106
2014 Q3	$7K	Buy	+716	New	+$6.85K	﹤0.01%	1929

Other funds holding IGD

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

AAM

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Next Financial Group's IGD Position: Q1 2017 in Review

Next Financial Group sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q1 2017, closing a stake of 516 shares — an estimated $3K sold.

Next Financial Group first reported a position in IGD in Q3 2014 and held it in 9 quarters. The position peaked at $93K in Q2 2016. 62 funds tracked by Wall St. Rank hold IGD as of Q1 2017.

Next Financial Group reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q1 2017 after selling out during the quarter.
Next Financial Group sold 516 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q1 2017, an estimated $3K.
Next Financial Group first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q3 2014 and held it in 9 quarters.
Next Financial Group's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $93K in Q2 2016.
62 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.