SKK
IRR

Shepherd Kaplan Krochuk’s VOYA NATURAL RESOURCES EQUITY INCOME FUND IRR Stock Holding History

Shepherd Kaplan Krochuk’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
2017
Q2 		– Sell
-21,600
Closed -$141K – 294
2017
Q1 		$141K Hold
21,600
– – 0.07% 187
2016
Q4 		$138K Sell
21,600
-12,040
-36% -$79.7K 0.04% 201
2016
Q3 		$230K Hold
33,640
– – 0.05% 230
2016
Q2 		$213K Buy
+33,640
New +$199K 0.05% 235

Other funds holding IRR

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Shepherd Kaplan Krochuk's IRR Position: Q2 2017 in Review

Shepherd Kaplan Krochuk sold out of VOYA NATURAL RESOURCES EQUITY INCOME FUND (IRR) in Q2 2017, closing a stake of 21,600 shares — an estimated $141K sold.

Shepherd Kaplan Krochuk first reported a position in IRR in Q2 2016 and held it in 4 quarters. The position peaked at $230K in Q3 2016. 30 funds tracked by Wall St. Rank hold IRR as of Q2 2017.

  • Shepherd Kaplan Krochuk reported no remaining VOYA NATURAL RESOURCES EQUITY INCOME FUND position as of Q2 2017 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 21,600 VOYA NATURAL RESOURCES EQUITY INCOME FUND shares in Q2 2017, an estimated $141K.
  • Shepherd Kaplan Krochuk first reported a position in VOYA NATURAL RESOURCES EQUITY INCOME FUND in Q2 2016 and held it in 4 quarters.
  • Shepherd Kaplan Krochuk's VOYA NATURAL RESOURCES EQUITY INCOME FUND position peaked at $230K in Q3 2016.
  • 30 funds tracked by Wall St. Rank held VOYA NATURAL RESOURCES EQUITY INCOME FUND as of Q2 2017.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2017, filed 10 Aug 2017.