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

Halbert Hargrove Global Advisors’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
-7,574
Closed -$352K – 162
2015
Q2 		$352K Sell
7,574
-314
-4% -$14.1K 0.09% 118
2015
Q1 		$340K Buy
7,888
+2,741
+53% +$115K 0.11% 130
2014
Q4 		$218K Sell
5,147
-264
-5% -$10.6K 0.11% 127
2014
Q3 		$212K Buy
+5,411
New +$205K 0.06% 136

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 $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Halbert Hargrove Global Advisors's VOYA Position: Q3 2015 in Review

Halbert Hargrove Global Advisors sold out of Voya Financial (VOYA) in Q3 2015, closing a stake of 7,574 shares — an estimated $352K sold.

Halbert Hargrove Global Advisors first reported a position in VOYA in Q3 2014 and held it in 4 quarters. The position peaked at $352K in Q2 2015. 359 funds tracked by Wall St. Rank hold VOYA as of Q3 2015.

  • Halbert Hargrove Global Advisors reported no remaining Voya Financial position as of Q3 2015 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 7,574 Voya Financial shares in Q3 2015, an estimated $352K.
  • Halbert Hargrove Global Advisors first reported a position in Voya Financial in Q3 2014 and held it in 4 quarters.
  • Halbert Hargrove Global Advisors's Voya Financial position peaked at $352K in Q2 2015.
  • 359 funds tracked by Wall St. Rank held Voya Financial as of Q3 2015.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.