Next Financial Group’s Voya Emerging Markets High Income Dividend Equity Fund IHD Stock Holding History

Next Financial Group’s Portfolio IHD Stock Details IHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-500	Closed	-$5K	–	783
2017 Q3	$5K	Hold	500	–	–	﹤0.01%	1418
2017 Q2	$4K	Hold	500	–	–	﹤0.01%	1607
2017 Q1	$4K	Sell	500 -1,250	-71%	-$10.2K	﹤0.01%	1564
2016 Q4	$13K	Hold	1,750	–	–	﹤0.01%	1537
2016 Q3	$14K	Buy	1,750 +1,250	+250%	+$9.8K	﹤0.01%	1515
2016 Q2	$3K	Hold	500	–	–	﹤0.01%	1514
2016 Q1	$3K	Hold	500	–	–	﹤0.01%	1474
2015 Q4	$3K	Hold	500	–	–	﹤0.01%	1516
2015 Q3	$3K	Hold	500	–	–	﹤0.01%	1548
2015 Q2	$4K	Hold	500	–	–	﹤0.01%	1534
2015 Q1	$5K	Hold	500	–	–	﹤0.01%	1483
2014 Q4	$5K	Sell	500 -3,850	-89%	-$42.5K	﹤0.01%	1489
2014 Q3	$51K	Buy	+4,350	New	+$54.4K	0.01%	935

Other funds holding IHD

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

AAM

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

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

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

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

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

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

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

Next Financial Group's IHD Position: Q4 2017 in Review

Next Financial Group sold out of Voya Emerging Markets High Income Dividend Equity Fund (IHD) in Q4 2017, closing a stake of 500 shares — an estimated $5K sold.

Next Financial Group first reported a position in IHD in Q3 2014 and held it in 13 quarters. The position peaked at $51K in Q3 2014. 32 funds tracked by Wall St. Rank hold IHD as of Q4 2017.

Next Financial Group reported no remaining Voya Emerging Markets High Income Dividend Equity Fund position as of Q4 2017 after selling out during the quarter.
Next Financial Group sold 500 Voya Emerging Markets High Income Dividend Equity Fund shares in Q4 2017, an estimated $5K.
Next Financial Group first reported a position in Voya Emerging Markets High Income Dividend Equity Fund in Q3 2014 and held it in 13 quarters.
Next Financial Group's Voya Emerging Markets High Income Dividend Equity Fund position peaked at $51K in Q3 2014.
32 funds tracked by Wall St. Rank held Voya Emerging Markets High Income Dividend Equity Fund as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.