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WFG Advisors’s Voya Financial VOYA Stock Holding History

WFG 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
2017
Q2 		$23K Buy
610
+600
+6,000% +$21.8K 0.01% 915
2017
Q1 		$0 Hold
10
– – ﹤0.01% 1673
2016
Q4 		$0 Hold
10
– – ﹤0.01% 1741
2016
Q3 		$0 Hold
10
– – ﹤0.01% 1705
2016
Q2 		$0 Hold
10
– – ﹤0.01% 1705
2016
Q1 		$0 Buy
+10
New +$303 ﹤0.01% 1693
2015
Q2 		– Sell
-301
Closed -$13K – 1819
2015
Q1 		$13K Buy
301
+1
+0.3% +$42 ﹤0.01% 1131
2014
Q4 		$13K Hold
300
– – ﹤0.01% 1373
2014
Q3 		$12K Hold
300
– – ﹤0.01% 1444
2014
Q2 		$11K Buy
+300
New +$10.7K ﹤0.01% 1462
2014
Q1 		– Sell
-300
Closed -$11K – 2242
2013
Q4 		$11K Hold
300
– – ﹤0.01% 1556
2013
Q3 		$9K Hold
300
– – ﹤0.01% 1570
2013
Q2 		$8K Buy
+300
New +$7.71K ﹤0.01% 1543

Other funds holding VOYA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return