Parisi Gray Wealth Management’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

Parisi Gray Wealth 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
2020 Q1	–	Sell	-32,794	Closed	–	–	109
2019 Q4	$0	Hold	32,794	–	–	﹤0.01%	109
2019 Q3	$197K	Hold	32,794	–	–	0.13%	98
2019 Q2	$214K	Buy	32,794 +16,394	+100%	+$106K	0.15%	96
2019 Q1	$107K	Buy	+16,400	New	+$105K	0.07%	132

Other funds holding IGD

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

WAM

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

AAM

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

Parisi Gray Wealth Management's IGD Position: Q1 2020 in Review

Parisi Gray Wealth Management sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q1 2020, closing a stake of 32,794 shares.

Parisi Gray Wealth Management first reported a position in IGD in Q1 2019 and held it in 4 quarters. The position peaked at $214K in Q2 2019. 89 funds tracked by Wall St. Rank hold IGD as of Q1 2020.

Parisi Gray Wealth Management reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q1 2020 after selling out during the quarter.
Parisi Gray Wealth Management sold 32,794 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q1 2020.
Parisi Gray Wealth Management first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q1 2019 and held it in 4 quarters.
Parisi Gray Wealth Management's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $214K in Q2 2019.
89 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q1 2020.

Based on Parisi Gray Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.