Shepherd Kaplan Krochuk’s Voya Financial VOYA Stock Holding History

Shepherd Kaplan Krochuk’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	–	Sell	-7,154	Closed	-$280K	–	555
2014 Q3	$280K	Buy	+7,154	New	+$272K	0.04%	340

Other funds holding VOYA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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 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 New York $871B AUM 31.28% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Shepherd Kaplan Krochuk's VOYA Position: Q4 2014 in Review

Shepherd Kaplan Krochuk sold out of Voya Financial (VOYA) in Q4 2014, closing a stake of 7,154 shares — an estimated $280K sold.

Shepherd Kaplan Krochuk first reported a position in VOYA in Q3 2014 and held it in 1 quarter. The position peaked at $280K in Q3 2014. 295 funds tracked by Wall St. Rank hold VOYA as of Q4 2014.

Shepherd Kaplan Krochuk reported no remaining Voya Financial position as of Q4 2014 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 7,154 Voya Financial shares in Q4 2014, an estimated $280K.
Shepherd Kaplan Krochuk first reported a position in Voya Financial in Q3 2014 and held it in 1 quarter.
Shepherd Kaplan Krochuk's Voya Financial position peaked at $280K in Q3 2014.
295 funds tracked by Wall St. Rank held Voya Financial as of Q4 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2014, filed 17 Feb 2015.