VWA
IGA

V Wealth Advisors’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

V Wealth 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
2017
Q3 		– Sell
-1,022
Closed -$12K – 439
2017
Q2 		$12K Buy
+1,022
New +$10.9K 0.01% 533

Other funds holding IGA

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

V Wealth Advisors's IGA Position: Q3 2017 in Review

V Wealth Advisors sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q3 2017, closing a stake of 1,022 shares — an estimated $12K sold.

V Wealth Advisors first reported a position in IGA in Q2 2017 and held it in 1 quarter. The position peaked at $12K in Q2 2017. 44 funds tracked by Wall St. Rank hold IGA as of Q3 2017.

  • V Wealth Advisors reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 1,022 Voya Global Advantage and Premium Opportunity Fund shares in Q3 2017, an estimated $12K.
  • V Wealth Advisors first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's Voya Global Advantage and Premium Opportunity Fund position peaked at $12K in Q2 2017.
  • 44 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.