Walled Lake Planning & Wealth Management’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio IGD Stock Details IGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-58	Closed	–	–	340
2020 Q4	$0	Sell	58 -56	-49%	-$282	﹤0.01%	334
2020 Q3	$1K	Buy	114 +2	+2%	+$10	﹤0.01%	316
2020 Q2	$1K	Buy	112 +3	+3%	+$15	﹤0.01%	309
2020 Q1	$0	Buy	+109	New	+$620	﹤0.01%	341

Other funds holding IGD

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

1CP

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

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

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Walled Lake Planning & Wealth Management's IGD Position: Q1 2021 in Review

Walled Lake Planning & Wealth Management sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q1 2021, closing a stake of 58 shares.

Walled Lake Planning & Wealth Management first reported a position in IGD in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q3 2020. 100 funds tracked by Wall St. Rank hold IGD as of Q1 2021.

Walled Lake Planning & Wealth Management reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q1 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 58 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q1 2021.
Walled Lake Planning & Wealth Management first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q1 2020 and held it in 4 quarters.
Walled Lake Planning & Wealth Management's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $1K in Q3 2020.
100 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q1 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.