WFG Advisors’s VOYA NATURAL RESOURCES EQUITY INCOME FUND IRR Stock Holding History

WFG 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
2017 Q2	$68K	Buy	11,500 +3,400	+42%	+$21.2K	0.02%	630
2017 Q1	$53K	Sell	8,100 -100	-1%	-$643	0.01%	647
2016 Q4	$52K	Hold	8,200	–	–	0.01%	714
2016 Q3	$56K	Buy	8,200 +800	+11%	+$5.04K	0.01%	683
2016 Q2	$47K	Hold	7,400	–	–	0.01%	701
2016 Q1	$42K	Hold	7,400	–	–	0.01%	711
2015 Q4	$40K	Hold	7,400	–	–	0.01%	725
2015 Q3	$45K	Hold	7,400	–	–	0.01%	683
2015 Q2	$58K	Hold	7,400	–	–	0.02%	684
2015 Q1	$66K	Buy	7,400 +2,300	+45%	+$20.1K	0.02%	657
2014 Q4	$42K	Buy	+5,100	New	+$46.8K	0.01%	947

Other funds holding IRR

AAM

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

WFG Advisors's IRR Position: Q2 2017 in Review

WFG Advisors increased its VOYA NATURAL RESOURCES EQUITY INCOME FUND (IRR) stake by 42% in Q2 2017, buying an estimated $21.2K and bringing the position to 11,500 shares worth $68K. The position accounts for 0.02% of the portfolio, ranked #630.

WFG Advisors first reported a position in IRR in Q4 2014 and has held it in 11 quarters since. 30 funds tracked by Wall St. Rank hold IRR as of Q2 2017.

WFG Advisors held 11,500 shares of VOYA NATURAL RESOURCES EQUITY INCOME FUND worth $68K as of Q2 2017.
WFG Advisors bought 3,400 VOYA NATURAL RESOURCES EQUITY INCOME FUND shares in Q2 2017, an estimated $21.2K.
VOYA NATURAL RESOURCES EQUITY INCOME FUND made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #630 holding.
WFG Advisors first reported a position in VOYA NATURAL RESOURCES EQUITY INCOME FUND in Q4 2014 and has held it in 11 quarters since.
30 funds tracked by Wall St. Rank held VOYA NATURAL RESOURCES EQUITY INCOME FUND as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.