SFG
IGA

SNS Financial Group’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

SNS Financial Group’s Portfolio IGA Stock Details IGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-11,444
Closed -$132K – 179
2017
Q3 		$132K Buy
+11,444
New +$125K 0.03% 163

Other funds holding IGA

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

SNS Financial Group's IGA Position: Q4 2017 in Review

SNS Financial Group sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q4 2017, closing a stake of 11,444 shares — an estimated $132K sold.

SNS Financial Group first reported a position in IGA in Q3 2017 and held it in 1 quarter. The position peaked at $132K in Q3 2017. 40 funds tracked by Wall St. Rank hold IGA as of Q4 2017.

  • SNS Financial Group reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q4 2017 after selling out during the quarter.
  • SNS Financial Group sold 11,444 Voya Global Advantage and Premium Opportunity Fund shares in Q4 2017, an estimated $132K.
  • SNS Financial Group first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q3 2017 and held it in 1 quarter.
  • SNS Financial Group's Voya Global Advantage and Premium Opportunity Fund position peaked at $132K in Q3 2017.
  • 40 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q4 2017.

Based on SNS Financial Group's 13F filing for Q4 2017, filed 9 Feb 2018.