OFG
IRR

OTA Financial Group’s VOYA NATURAL RESOURCES EQUITY INCOME FUND IRR Stock Holding History

OTA Financial Group’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
2020
Q1 		– Sell
-118,324
Closed -$487K – 82
2019
Q4 		$487K Buy
+118,324
New +$455K 0.33% 34

Other funds holding IRR

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
ICM
Ionic Capital Management New York $1.37B AUM 48.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Morgan Stanley
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

OTA Financial Group's IRR Position: Q1 2020 in Review

OTA Financial Group sold out of VOYA NATURAL RESOURCES EQUITY INCOME FUND (IRR) in Q1 2020, closing a stake of 118,324 shares — an estimated $487K sold.

OTA Financial Group first reported a position in IRR in Q4 2019 and held it in 1 quarter. The position peaked at $487K in Q4 2019. 36 funds tracked by Wall St. Rank hold IRR as of Q1 2020.

  • OTA Financial Group reported no remaining VOYA NATURAL RESOURCES EQUITY INCOME FUND position as of Q1 2020 after selling out during the quarter.
  • OTA Financial Group sold 118,324 VOYA NATURAL RESOURCES EQUITY INCOME FUND shares in Q1 2020, an estimated $487K.
  • OTA Financial Group first reported a position in VOYA NATURAL RESOURCES EQUITY INCOME FUND in Q4 2019 and held it in 1 quarter.
  • OTA Financial Group's VOYA NATURAL RESOURCES EQUITY INCOME FUND position peaked at $487K in Q4 2019.
  • 36 funds tracked by Wall St. Rank held VOYA NATURAL RESOURCES EQUITY INCOME FUND as of Q1 2020.

Based on OTA Financial Group's 13F filing for Q1 2020, filed 15 Apr 2020.