WCM
IGA

Windsor Capital Management’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Windsor Capital Management’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
2015
Q4 		– Sell
-600
Closed -$6K – 242
2015
Q3 		$6K Buy
+600
New +$6.94K ﹤0.01% 387

Other funds holding IGA

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
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
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Windsor Capital Management's IGA Position: Q4 2015 in Review

Windsor Capital Management sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q4 2015, closing a stake of 600 shares — an estimated $6K sold.

Windsor Capital Management first reported a position in IGA in Q3 2015 and held it in 1 quarter. The position peaked at $6K in Q3 2015. 30 funds tracked by Wall St. Rank hold IGA as of Q4 2015.

  • Windsor Capital Management reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 600 Voya Global Advantage and Premium Opportunity Fund shares in Q4 2015, an estimated $6K.
  • Windsor Capital Management first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's Voya Global Advantage and Premium Opportunity Fund position peaked at $6K in Q3 2015.
  • 30 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.