BDF
VOYA icon

Balasa Dinverno & Foltz’s Voya Financial VOYA Stock Holding History

Balasa Dinverno & Foltz’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
Q1 		– Sell
-5,551
Closed -$218K – 216
2016
Q4 		$218K Buy
+5,551
New +$196K 0.04% 179
2016
Q2 		– Sell
-25,822
Closed -$769K – 186
2016
Q1 		$769K Buy
25,822
+571
+2% +$17.3K 0.14% 55
2015
Q4 		$932K Sell
25,251
-14,232
-36% -$564K 0.16% 46
2015
Q3 		$1.53M Buy
39,483
+6,542
+20% +$288K 0.27% 25
2015
Q2 		$1.53M Buy
+32,941
New +$1.48M 0.25% 26

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
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Balasa Dinverno & Foltz's VOYA Position: Q1 2017 in Review

Balasa Dinverno & Foltz sold out of Voya Financial (VOYA) in Q1 2017, closing a stake of 5,551 shares — an estimated $218K sold.

Balasa Dinverno & Foltz first reported a position in VOYA in Q2 2015 and held it in 5 quarters. The position peaked at $1.53M in Q3 2015. 367 funds tracked by Wall St. Rank hold VOYA as of Q1 2017.

  • Balasa Dinverno & Foltz reported no remaining Voya Financial position as of Q1 2017 after selling out during the quarter.
  • Balasa Dinverno & Foltz sold 5,551 Voya Financial shares in Q1 2017, an estimated $218K.
  • Balasa Dinverno & Foltz first reported a position in Voya Financial in Q2 2015 and held it in 5 quarters.
  • Balasa Dinverno & Foltz's Voya Financial position peaked at $1.53M in Q3 2015.
  • 367 funds tracked by Wall St. Rank held Voya Financial as of Q1 2017.

Based on Balasa Dinverno & Foltz's 13F filing for Q1 2017, filed 5 May 2017.