SWS Partners’s VOYA NATURAL RESOURCES EQUITY INCOME FUND IRR Stock Holding History

SWS Partners’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
2019 Q3	–	Sell	-27,105	Closed	-$133K	–	124
2019 Q2	$133K	Buy	+27,105	New	+$136K	0.08%	118
2018 Q4	$116K	Hold	27,105	–	–	0.09%	99
2018 Q3	$174K	Hold	27,105	–	–	0.11%	100
2018 Q2	$172K	Sell	27,105 -20,630	-43%	-$128K	0.12%	97
2018 Q1	$279K	Hold	47,735	–	–	0.21%	64
2017 Q4	$299K	Buy	+47,735	New	+$299K	0.22%	60

Other funds holding IRR

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SWS Partners's IRR Position: Q3 2019 in Review

SWS Partners sold out of VOYA NATURAL RESOURCES EQUITY INCOME FUND (IRR) in Q3 2019, closing a stake of 27,105 shares — an estimated $133K sold.

SWS Partners first reported a position in IRR in Q4 2017 and held it in 6 quarters. The position peaked at $299K in Q4 2017. 38 funds tracked by Wall St. Rank hold IRR as of Q3 2019.

SWS Partners reported no remaining VOYA NATURAL RESOURCES EQUITY INCOME FUND position as of Q3 2019 after selling out during the quarter.
SWS Partners sold 27,105 VOYA NATURAL RESOURCES EQUITY INCOME FUND shares in Q3 2019, an estimated $133K.
SWS Partners first reported a position in VOYA NATURAL RESOURCES EQUITY INCOME FUND in Q4 2017 and held it in 6 quarters.
SWS Partners's VOYA NATURAL RESOURCES EQUITY INCOME FUND position peaked at $299K in Q4 2017.
38 funds tracked by Wall St. Rank held VOYA NATURAL RESOURCES EQUITY INCOME FUND as of Q3 2019.

Based on SWS Partners's 13F filing for Q3 2019, filed 15 Nov 2019.