SMFS
IRR

Squar Milner Financial Services’s VOYA NATURAL RESOURCES EQUITY INCOME FUND IRR Stock Holding History

Squar Milner Financial Services’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
2018
Q3 		– Sell
-4,800
Closed -$30K – 907
2018
Q2 		$30K Buy
+4,800
New +$29.8K 0.03% 424

Other funds holding IRR

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Squar Milner Financial Services's IRR Position: Q3 2018 in Review

Squar Milner Financial Services sold out of VOYA NATURAL RESOURCES EQUITY INCOME FUND (IRR) in Q3 2018, closing a stake of 4,800 shares — an estimated $30K sold.

Squar Milner Financial Services first reported a position in IRR in Q2 2018 and held it in 1 quarter. The position peaked at $30K in Q2 2018. 34 funds tracked by Wall St. Rank hold IRR as of Q3 2018.

  • Squar Milner Financial Services reported no remaining VOYA NATURAL RESOURCES EQUITY INCOME FUND position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 4,800 VOYA NATURAL RESOURCES EQUITY INCOME FUND shares in Q3 2018, an estimated $30K.
  • Squar Milner Financial Services first reported a position in VOYA NATURAL RESOURCES EQUITY INCOME FUND in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's VOYA NATURAL RESOURCES EQUITY INCOME FUND position peaked at $30K in Q2 2018.
  • 34 funds tracked by Wall St. Rank held VOYA NATURAL RESOURCES EQUITY INCOME FUND as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.