HHGA
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Halbert Hargrove Global Advisors’s Voya Financial VOYA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
-7,574
Closed -$352K 162
2015
Q2
$352K Sell
7,574
-314
-4% -$14.6K 0.09% 118
2015
Q1
$340K Buy
7,888
+2,741
+53% +$118K 0.11% 130
2014
Q4
$218K Sell
5,147
-264
-5% -$11.2K 0.11% 127
2014
Q3
$212K Buy
+5,411
New +$212K 0.06% 136