VOYA Investment Management
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VOYA Investment Management’s PhenixFIN PFX Stock Holding History

VOYA Investment Management’s Portfolio PFX Stock Details PFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,455
Closed -$396K – 2649
2014
Q1 		$396K Hold
1,455
– – ﹤0.01% 2142
2013
Q4 		$403K Hold
1,455
– – ﹤0.01% 2120
2013
Q3 		$401K Hold
1,455
– – ﹤0.01% 2066
2013
Q2 		$395K Buy
+1,455
New +$426K ﹤0.01% 2026

Other funds holding PFX

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U
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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VM
Varde Management Minneapolis, Minnesota $49.3M AUM 87.64% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

VOYA Investment Management's PFX Position: Q2 2014 in Review

VOYA Investment Management sold out of PhenixFIN (PFX) in Q2 2014, closing a stake of 1,455 shares — an estimated $396K sold.

VOYA Investment Management first reported a position in PFX in Q2 2013 and held it in 4 quarters. The position peaked at $403K in Q4 2013. 106 funds tracked by Wall St. Rank hold PFX as of Q2 2014.

  • VOYA Investment Management reported no remaining PhenixFIN position as of Q2 2014 after selling out during the quarter.
  • VOYA Investment Management sold 1,455 PhenixFIN shares in Q2 2014, an estimated $396K.
  • VOYA Investment Management first reported a position in PhenixFIN in Q2 2013 and held it in 4 quarters.
  • VOYA Investment Management's PhenixFIN position peaked at $403K in Q4 2013.
  • 106 funds tracked by Wall St. Rank held PhenixFIN as of Q2 2014.

Based on VOYA Investment Management's 13F filing for Q2 2014, filed 13 Aug 2014.