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B. Riley Wealth Management’s Voya Financial VOYA Stock Holding History

B. Riley Wealth Management’s Portfolio VOYA Stock Details VOYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-2,000
Closed -$92K – 739
2015
Q2 		$92K Hold
2,000
– – 0.07% 289
2015
Q1 		$86K Sell
2,000
-1,000
-33% -$42.1K 0.06% 320
2014
Q4 		$127K Hold
3,000
– – 0.1% 230
2014
Q3 		$117K Hold
3,000
– – 0.09% 271
2014
Q2 		$109K Buy
3,000
+500
+20% +$17.9K 0.07% 336
2014
Q1 		$91K Buy
+2,500
New +$88.7K 0.07% 331

Other funds holding VOYA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

B. Riley Wealth Management's VOYA Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Voya Financial (VOYA) in Q3 2015, closing a stake of 2,000 shares — an estimated $92K sold.

B. Riley Wealth Management first reported a position in VOYA in Q1 2014 and held it in 6 quarters. The position peaked at $127K in Q4 2014. 359 funds tracked by Wall St. Rank hold VOYA as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Voya Financial position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 2,000 Voya Financial shares in Q3 2015, an estimated $92K.
  • B. Riley Wealth Management first reported a position in Voya Financial in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's Voya Financial position peaked at $127K in Q4 2014.
  • 359 funds tracked by Wall St. Rank held Voya Financial as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.