SWM
IGD

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

Selective 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
2019
Q4 		– Sell
-375
Closed -$2K – 334
2019
Q3 		$2K Buy
+375
New +$2.41K ﹤0.01% 292
2018
Q3 		$5K Buy
+750
New +$5.56K 0.06% 112

Other funds holding IGD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Selective Wealth Management's IGD Position: Q4 2019 in Review

Selective Wealth Management sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q4 2019, closing a stake of 375 shares — an estimated $2K sold.

Selective Wealth Management first reported a position in IGD in Q3 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 92 funds tracked by Wall St. Rank hold IGD as of Q4 2019.

  • Selective Wealth Management reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q4 2019 after selling out during the quarter.
  • Selective Wealth Management sold 375 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q4 2019, an estimated $2K.
  • Selective Wealth Management first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q3 2018 and held it in 2 quarters.
  • Selective Wealth Management's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $5K in Q3 2018.
  • 92 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q4 2019.

Based on Selective Wealth Management's 13F filing for Q4 2019, filed 10 Jan 2020.