EWM
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Evercore Wealth Management’s Voya Financial VOYA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-1,121
Closed -$32K 1097
2016
Q3
$32K Sell
1,121
-163
-13% -$4.65K ﹤0.01% 697
2016
Q2
$32K Buy
1,284
+163
+15% +$4.06K ﹤0.01% 676
2016
Q1
$33K Buy
+1,121
New +$33K ﹤0.01% 642