YWP
IGD

YorkBridge Wealth Partners’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

YorkBridge Wealth Partners’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
2018
Q1 		– Sell
-1,500
Closed -$11K – 861
2017
Q4 		$11K Buy
+1,500
New +$11.9K 0.01% 618

Other funds holding IGD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

YorkBridge Wealth Partners's IGD Position: Q1 2018 in Review

YorkBridge Wealth Partners sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q1 2018, closing a stake of 1,500 shares — an estimated $11K sold.

YorkBridge Wealth Partners first reported a position in IGD in Q4 2017 and held it in 1 quarter. The position peaked at $11K in Q4 2017. 71 funds tracked by Wall St. Rank hold IGD as of Q1 2018.

  • YorkBridge Wealth Partners reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q1 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 1,500 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q1 2018, an estimated $11K.
  • YorkBridge Wealth Partners first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q4 2017 and held it in 1 quarter.
  • YorkBridge Wealth Partners's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $11K in Q4 2017.
  • 71 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q1 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.