WCM
IDE

Wealthcare Capital Management’s Voya Infrastructure, Industrials and Materials Fund IDE Stock Holding History

Wealthcare Capital Management’s Portfolio IDE Stock Details IDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-16,000
Closed -$247K – 613
2015
Q1 		$247K Buy
+16,000
New +$247K 0.03% 91

Other funds holding IDE

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

Wealthcare Capital Management's IDE Position: Q2 2015 in Review

Wealthcare Capital Management sold out of Voya Infrastructure, Industrials and Materials Fund (IDE) in Q2 2015, closing a stake of 16,000 shares — an estimated $247K sold.

Wealthcare Capital Management first reported a position in IDE in Q1 2015 and held it in 1 quarter. The position peaked at $247K in Q1 2015. 29 funds tracked by Wall St. Rank hold IDE as of Q2 2015.

  • Wealthcare Capital Management reported no remaining Voya Infrastructure, Industrials and Materials Fund position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 16,000 Voya Infrastructure, Industrials and Materials Fund shares in Q2 2015, an estimated $247K.
  • Wealthcare Capital Management first reported a position in Voya Infrastructure, Industrials and Materials Fund in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's Voya Infrastructure, Industrials and Materials Fund position peaked at $247K in Q1 2015.
  • 29 funds tracked by Wall St. Rank held Voya Infrastructure, Industrials and Materials Fund as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.