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

Patriot Financial Group Insurance Agency’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
2018 Q2	–	Sell	-500	Closed	-$5K	–	740
2018 Q1	$5K	Hold	500	–	–	﹤0.01%	732
2017 Q4	$5K	Hold	500	–	–	﹤0.01%	719
2017 Q3	$5K	Hold	500	–	–	﹤0.01%	694
2017 Q2	$4K	Hold	500	–	–	﹤0.01%	717
2017 Q1	$4K	Hold	500	–	–	﹤0.01%	667
2016 Q4	$4K	Buy	+500	New	+$3.89K	0.01%	599

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 $1.23B AUM 23.59% 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

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

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

WAM

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

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

RJFSA

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

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

Patriot Financial Group Insurance Agency sold out of Voya Emerging Markets High Income Dividend Equity Fund (IHD) in Q2 2018, closing a stake of 500 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in IHD in Q4 2016 and held it in 6 quarters. The position peaked at $5K in Q1 2018. 30 funds tracked by Wall St. Rank hold IHD as of Q2 2018.

Patriot Financial Group Insurance Agency reported no remaining Voya Emerging Markets High Income Dividend Equity Fund position as of Q2 2018 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 500 Voya Emerging Markets High Income Dividend Equity Fund shares in Q2 2018, an estimated $5K.
Patriot Financial Group Insurance Agency first reported a position in Voya Emerging Markets High Income Dividend Equity Fund in Q4 2016 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's Voya Emerging Markets High Income Dividend Equity Fund position peaked at $5K in Q1 2018.
30 funds tracked by Wall St. Rank held Voya Emerging Markets High Income Dividend Equity Fund as of Q2 2018.

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