RIA
IRR

Realta Investment Advisors’s VOYA NATURAL RESOURCES EQUITY INCOME FUND IRR Stock Holding History

Realta Investment Advisors’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
-1,500
Closed -$6K – 1622
2019
Q4 		$6K Hold
1,500
– – ﹤0.01% 1316
2019
Q3 		$6K Hold
1,500
– – ﹤0.01% 1295
2019
Q2 		$8K Buy
+1,500
New +$7.51K ﹤0.01% 1236

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

Realta Investment Advisors's IRR Position: Q1 2020 in Review

Realta Investment Advisors sold out of VOYA NATURAL RESOURCES EQUITY INCOME FUND (IRR) in Q1 2020, closing a stake of 1,500 shares — an estimated $6K sold.

Realta Investment Advisors first reported a position in IRR in Q2 2019 and held it in 3 quarters. The position peaked at $8K in Q2 2019. 36 funds tracked by Wall St. Rank hold IRR as of Q1 2020.

  • Realta Investment Advisors reported no remaining VOYA NATURAL RESOURCES EQUITY INCOME FUND position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 1,500 VOYA NATURAL RESOURCES EQUITY INCOME FUND shares in Q1 2020, an estimated $6K.
  • Realta Investment Advisors first reported a position in VOYA NATURAL RESOURCES EQUITY INCOME FUND in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's VOYA NATURAL RESOURCES EQUITY INCOME FUND position peaked at $8K in Q2 2019.
  • 36 funds tracked by Wall St. Rank held VOYA NATURAL RESOURCES EQUITY INCOME FUND as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.