UCFA
IRR

United Capital Financial Advisors’s VOYA NATURAL RESOURCES EQUITY INCOME FUND IRR Stock Holding History

United Capital Financial Advisors’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
2020
Q1 		– Sell
-91,326
Closed -$376K – 1419
2019
Q4 		$376K Sell
91,326
-20,385
-18% -$78.4K ﹤0.01% 1066
2019
Q3 		$438K Sell
111,711
-3,000
-3% -$13.6K ﹤0.01% 985
2019
Q2 		$600K Sell
114,711
-4,510
-4% -$22.6K ﹤0.01% 983
2019
Q1 		$645K Sell
119,221
-20,597
-15% -$104K ﹤0.01% 902
2018
Q4 		$598K Sell
139,818
-19,718
-12% -$102K ﹤0.01% 863
2018
Q3 		$1.02M Hold
159,536
– – 0.01% 777
2018
Q2 		$1.01M Buy
159,536
+18,443
+13% +$115K 0.01% 759
2018
Q1 		$852K Buy
141,093
+45,198
+47% +$283K 0.01% 814
2017
Q4 		$600K Buy
95,895
+5,738
+6% +$35.9K ﹤0.01% 911
2017
Q3 		$595K Buy
90,157
+6,864
+8% +$42K 0.01% 909
2017
Q2 		$496K Sell
83,293
-115,951
-58% -$724K ﹤0.01% 923
2017
Q1 		$1.3M Sell
199,244
-14,858
-7% -$95.6K 0.01% 665
2016
Q4 		$1.37M Buy
214,102
+9,268
+5% +$61.4K 0.01% 651
2016
Q3 		$1.4M Buy
204,834
+84,224
+70% +$531K 0.01% 683
2016
Q2 		$724K Buy
120,610
+92,821
+334% +$548K 0.01% 825
2016
Q1 		$157K Buy
+27,789
New +$143K ﹤0.01% 1153

Other funds holding IRR

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
ICM
Ionic Capital Management New York $1.37B AUM 48.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
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

United Capital Financial Advisors's IRR Position: Q1 2020 in Review

United Capital Financial Advisors sold out of VOYA NATURAL RESOURCES EQUITY INCOME FUND (IRR) in Q1 2020, closing a stake of 91,326 shares — an estimated $376K sold.

United Capital Financial Advisors first reported a position in IRR in Q1 2016 and held it in 16 quarters. The position peaked at $1.4M in Q3 2016. 36 funds tracked by Wall St. Rank hold IRR as of Q1 2020.

  • United Capital Financial Advisors reported no remaining VOYA NATURAL RESOURCES EQUITY INCOME FUND position as of Q1 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 91,326 VOYA NATURAL RESOURCES EQUITY INCOME FUND shares in Q1 2020, an estimated $376K.
  • United Capital Financial Advisors first reported a position in VOYA NATURAL RESOURCES EQUITY INCOME FUND in Q1 2016 and held it in 16 quarters.
  • United Capital Financial Advisors's VOYA NATURAL RESOURCES EQUITY INCOME FUND position peaked at $1.4M in Q3 2016.
  • 36 funds tracked by Wall St. Rank held VOYA NATURAL RESOURCES EQUITY INCOME FUND as of Q1 2020.

Based on United Capital Financial Advisors's 13F filing for Q1 2020, filed 15 May 2020.