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

Patriot Financial Group Insurance Agency’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
2018 Q2	–	Sell	-2,970	Closed	-$20K	–	736
2018 Q1	$20K	Buy	2,970 +180	+6%	+$1.37K	0.01%	470
2017 Q4	$22K	Hold	2,790	–	–	0.02%	433
2017 Q3	$22K	Buy	2,790 +1,790	+179%	+$13.8K	0.02%	381
2017 Q2	$8K	Buy	1,000 +500	+100%	+$3.71K	0.01%	574
2017 Q1	$4K	Hold	500	–	–	﹤0.01%	666
2016 Q4	$4K	Buy	+500	New	+$3.48K	0.01%	598

Other funds holding IGD

Morgan Stanley New York $1.66T AUM 25.57% 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

AAM

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PPA

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

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

Patriot Financial Group Insurance Agency's IGD Position: Q2 2018 in Review

Patriot Financial Group Insurance Agency sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q2 2018, closing a stake of 2,970 shares — an estimated $20K sold.

Patriot Financial Group Insurance Agency first reported a position in IGD in Q4 2016 and held it in 6 quarters. The position peaked at $22K in Q4 2017. 64 funds tracked by Wall St. Rank hold IGD as of Q2 2018.

Patriot Financial Group Insurance Agency reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q2 2018 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 2,970 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q2 2018, an estimated $20K.
Patriot Financial Group Insurance Agency first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q4 2016 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $22K in Q4 2017.
64 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q2 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2018, filed 14 Aug 2018.