OAM
IGD

Occidental Asset Management’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

Occidental Asset Management’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
Q2 		– Sell
-11,871
Closed -$87K – 138
2017
Q1 		$87K Buy
+11,871
New +$84.5K 0.06% 125

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
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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

Occidental Asset Management's IGD Position: Q2 2017 in Review

Occidental Asset Management sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q2 2017, closing a stake of 11,871 shares — an estimated $87K sold.

Occidental Asset Management first reported a position in IGD in Q1 2017 and held it in 1 quarter. The position peaked at $87K in Q1 2017. 62 funds tracked by Wall St. Rank hold IGD as of Q2 2017.

  • Occidental Asset Management reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q2 2017 after selling out during the quarter.
  • Occidental Asset Management sold 11,871 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q2 2017, an estimated $87K.
  • Occidental Asset Management first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q1 2017 and held it in 1 quarter.
  • Occidental Asset Management's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $87K in Q1 2017.
  • 62 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q2 2017.

Based on Occidental Asset Management's 13F filing for Q2 2017, filed 19 Mar 2019.