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Gary Goldberg Planning Services’s Voya Financial VOYA Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$4K Hold
90
– – ﹤0.01% 414
2014
Q3 		$4K Hold
90
– – ﹤0.01% 434
2014
Q2 		$3K Buy
+90
New +$3.22K ﹤0.01% 385
2014
Q1 		– Sell
-90
Closed -$3K – 448
2013
Q4 		$3K Hold
90
– – ﹤0.01% 327
2013
Q3 		$3K Hold
90
– – ﹤0.01% 339
2013
Q2 		$2K Buy
+90
New +$2.31K ﹤0.01% 355

Other funds holding VOYA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Gary Goldberg Planning Services's VOYA Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Voya Financial (VOYA) position steady in Q4 2014 at 90 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Gary Goldberg Planning Services first reported a position in VOYA in Q2 2013 and has held it in 6 quarters since. 295 funds tracked by Wall St. Rank hold VOYA as of Q4 2014.

  • Gary Goldberg Planning Services held 90 shares of Voya Financial worth $4K as of Q4 2014.
  • Gary Goldberg Planning Services left its Voya Financial share count unchanged in Q4 2014.
  • Voya Financial made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #414 holding.
  • Gary Goldberg Planning Services first reported a position in Voya Financial in Q2 2013 and has held it in 6 quarters since.
  • 295 funds tracked by Wall St. Rank held Voya Financial as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.