UCFA
IGA

United Capital Financial Advisors’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

United Capital Financial Advisors’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
2020
Q4 		– Sell
-15,267
Closed -$127K – 1211
2020
Q3 		$127K Sell
15,267
-6,000
-28% -$49.8K ﹤0.01% 1099
2020
Q2 		$174K Sell
21,267
-15,208
-42% -$123K ﹤0.01% 1112
2020
Q1 		$279K Sell
36,475
-35,715
-49% -$344K ﹤0.01% 988
2019
Q4 		$757K Sell
72,190
-54,508
-43% -$567K ﹤0.01% 875
2019
Q3 		$1.31M Hold
126,698
– – 0.01% 673
2019
Q2 		$1.36M Sell
126,698
-3,388
-3% -$35.6K 0.01% 719
2019
Q1 		$1.4M Sell
130,086
-25,894
-17% -$264K 0.01% 681
2018
Q4 		$1.44M Sell
155,980
-10,069
-6% -$102K 0.01% 631
2018
Q3 		$1.9M Hold
166,049
– – 0.01% 627
2018
Q2 		$1.92M Buy
166,049
+1,145
+0.7% +$12.9K 0.01% 603
2018
Q1 		$1.8M Sell
164,904
-3,999
-2% -$45.3K 0.01% 619
2017
Q4 		$1.93M Buy
168,903
+1,937
+1% +$22.1K 0.02% 596
2017
Q3 		$1.92M Buy
166,966
+13,814
+9% +$151K 0.02% 582
2017
Q2 		$1.66M Buy
153,152
+19,743
+15% +$210K 0.01% 627
2017
Q1 		$1.4M Buy
133,409
+74,352
+126% +$758K 0.01% 654
2016
Q4 		$581K Buy
59,057
+2,975
+5% +$29K 0.01% 896
2016
Q3 		$568K Buy
+56,082
New +$553K 0.01% 925

Other funds holding IGA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

United Capital Financial Advisors's IGA Position: Q4 2020 in Review

United Capital Financial Advisors sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q4 2020, closing a stake of 15,267 shares — an estimated $127K sold.

United Capital Financial Advisors first reported a position in IGA in Q3 2016 and held it in 17 quarters. The position peaked at $1.93M in Q4 2017. 43 funds tracked by Wall St. Rank hold IGA as of Q4 2020.

  • United Capital Financial Advisors reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q4 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 15,267 Voya Global Advantage and Premium Opportunity Fund shares in Q4 2020, an estimated $127K.
  • United Capital Financial Advisors first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q3 2016 and held it in 17 quarters.
  • United Capital Financial Advisors's Voya Global Advantage and Premium Opportunity Fund position peaked at $1.93M in Q4 2017.
  • 43 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q4 2020.

Based on United Capital Financial Advisors's 13F filing for Q4 2020, filed 17 Feb 2021.