Shepherd Kaplan Krochuk’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

Shepherd Kaplan Krochuk’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
2022 Q3	–	Sell	-20,300	Closed	-$112K	–	166
2022 Q2	$112K	Buy	+20,300	New	+$115K	0.05%	168
2022 Q1	–	Sell	-19,671	Closed	-$122K	–	204
2021 Q4	$122K	Sell	19,671 -37,090	-65%	-$223K	0.04%	178
2021 Q3	$335K	Hold	56,761	–	–	0.12%	120
2021 Q2	$338K	Sell	56,761 -51,469	-48%	-$304K	0.12%	121
2021 Q1	$617K	Hold	108,230	–	–	0.24%	66
2020 Q4	$565K	Buy	108,230 +9,540	+10%	+$48.1K	0.21%	80
2020 Q3	$489K	Hold	98,690	–	–	0.2%	76
2020 Q2	$477K	Buy	98,690 +5,830	+6%	+$28.2K	0.21%	82
2020 Q1	$423K	Hold	92,860	–	–	0.68%	49
2019 Q4	$575K	Buy	+92,860	New	+$566K	0.43%	79

Other funds holding IGD

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Shepherd Kaplan Krochuk's IGD Position: Q3 2022 in Review

Shepherd Kaplan Krochuk sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q3 2022, closing a stake of 20,300 shares — an estimated $112K sold.

Shepherd Kaplan Krochuk first reported a position in IGD in Q4 2019 and held it in 10 quarters. The position peaked at $617K in Q1 2021. 89 funds tracked by Wall St. Rank hold IGD as of Q3 2022.

Shepherd Kaplan Krochuk reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q3 2022 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 20,300 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q3 2022, an estimated $112K.
Shepherd Kaplan Krochuk first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q4 2019 and held it in 10 quarters.
Shepherd Kaplan Krochuk's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $617K in Q1 2021.
89 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q3 2022.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2022, filed 9 Nov 2022.