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Next Financial Group’s Voya Financial VOYA Stock Holding History

Next Financial Group’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
2018
Q4 		– Sell
-50
Closed -$2K – 2112
2018
Q3 		$2K Buy
+50
New +$2.47K ﹤0.01% 1335
2017
Q4 		– Sell
-50
Closed -$2K – 1397
2017
Q3 		$2K Hold
50
– – ﹤0.01% 1629
2017
Q2 		$2K Hold
50
– – ﹤0.01% 1765
2017
Q1 		$2K Buy
+50
New +$2.01K ﹤0.01% 1735
2016
Q3 		– Sell
-2
Closed – – 2441
2016
Q2 		$0 Hold
2
– – ﹤0.01% 1858
2016
Q1 		$0 Hold
2
– – ﹤0.01% 1877
2015
Q4 		$0 Buy
2
+1
+100% +$40 ﹤0.01% 1959
2015
Q3 		$0 Hold
1
– – ﹤0.01% 1970
2015
Q2 		$0 Buy
+1
New +$45 ﹤0.01% 1973

Other funds holding VOYA

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Next Financial Group's VOYA Position: Q4 2018 in Review

Next Financial Group sold out of Voya Financial (VOYA) in Q4 2018, closing a stake of 50 shares — an estimated $2K sold.

Next Financial Group first reported a position in VOYA in Q2 2015 and held it in 9 quarters. The position peaked at $2K in Q3 2018. 389 funds tracked by Wall St. Rank hold VOYA as of Q4 2018.

  • Next Financial Group reported no remaining Voya Financial position as of Q4 2018 after selling out during the quarter.
  • Next Financial Group sold 50 Voya Financial shares in Q4 2018, an estimated $2K.
  • Next Financial Group first reported a position in Voya Financial in Q2 2015 and held it in 9 quarters.
  • Next Financial Group's Voya Financial position peaked at $2K in Q3 2018.
  • 389 funds tracked by Wall St. Rank held Voya Financial as of Q4 2018.

Based on Next Financial Group's 13F filing for Q4 2018, filed 11 Feb 2019.