United Capital Financial Advisors’s Voya Emerging Markets High Income Dividend Equity Fund IHD Stock Holding History

United Capital Financial Advisors’s Portfolio IHD Stock Details IHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-13,247	Closed	-$77K	–	1220
2020 Q1	$77K	Sell	13,247 -31,302	-70%	-$222K	﹤0.01%	1138
2019 Q4	$356K	Sell	44,549 -45,368	-50%	-$339K	﹤0.01%	1081
2019 Q3	$645K	Buy	89,917 +461	+0.5%	+$3.33K	﹤0.01%	871
2019 Q2	$694K	Hold	89,456	–	–	﹤0.01%	929
2019 Q1	$711K	Sell	89,456 -13,469	-13%	-$109K	0.01%	877
2018 Q4	$750K	Hold	102,925	–	–	0.01%	787
2018 Q3	$831K	Sell	102,925 -2,400	-2%	-$18.7K	0.01%	830
2018 Q2	$848K	Buy	105,325 +3,886	+4%	+$34.7K	0.01%	805
2018 Q1	$974K	Sell	101,439 -15,363	-13%	-$145K	0.01%	780
2017 Q4	$1.04M	Sell	116,802 -774	-0.7%	-$7.08K	0.01%	772
2017 Q3	$1.12M	Buy	117,576 +4,017	+4%	+$37.1K	0.01%	750
2017 Q2	$997K	Buy	113,559 +11,881	+12%	+$103K	0.01%	765
2017 Q1	$878K	Buy	101,678 +64,607	+174%	+$529K	0.01%	777
2016 Q4	$276K	Hold	37,071	–	–	﹤0.01%	1083
2016 Q3	$304K	Buy	+37,071	New	+$291K	﹤0.01%	1073

Other funds holding IHD

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

United Capital Financial Advisors's IHD Position: Q2 2020 in Review

United Capital Financial Advisors sold out of Voya Emerging Markets High Income Dividend Equity Fund (IHD) in Q2 2020, closing a stake of 13,247 shares — an estimated $77K sold.

United Capital Financial Advisors first reported a position in IHD in Q3 2016 and held it in 15 quarters. The position peaked at $1.12M in Q3 2017. 32 funds tracked by Wall St. Rank hold IHD as of Q2 2020.

United Capital Financial Advisors reported no remaining Voya Emerging Markets High Income Dividend Equity Fund position as of Q2 2020 after selling out during the quarter.
United Capital Financial Advisors sold 13,247 Voya Emerging Markets High Income Dividend Equity Fund shares in Q2 2020, an estimated $77K.
United Capital Financial Advisors first reported a position in Voya Emerging Markets High Income Dividend Equity Fund in Q3 2016 and held it in 15 quarters.
United Capital Financial Advisors's Voya Emerging Markets High Income Dividend Equity Fund position peaked at $1.12M in Q3 2017.
32 funds tracked by Wall St. Rank held Voya Emerging Markets High Income Dividend Equity Fund as of Q2 2020.

Based on United Capital Financial Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.