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BKS Advisors’s Voya Financial VOYA Stock Holding History

BKS 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
2019
Q1 		$277K Sell
5,550
-455
-8% -$21.6K 0.11% 173
2018
Q4 		$241K Sell
6,005
-3,855
-39% -$171K 0.11% 177
2018
Q3 		$489K Sell
9,860
-701
-7% -$34.6K 0.18% 135
2018
Q2 		$496K Sell
10,561
-2,717
-20% -$141K 0.18% 131
2018
Q1 		$671K Sell
13,278
-172
-1% -$8.88K 0.24% 101
2017
Q4 		$665K Sell
13,450
-800
-6% -$34.4K 0.24% 98
2017
Q3 		$568K Sell
14,250
-15
-0.1% -$574 0.22% 107
2017
Q2 		$526K Buy
14,265
+400
+3% +$14.6K 0.21% 113
2017
Q1 		$526K Sell
13,865
-3,110
-18% -$125K 0.23% 109
2016
Q4 		$666K Sell
16,975
-520
-3% -$18.3K 0.31% 84
2016
Q3 		$504K Sell
17,495
-850
-5% -$23.2K 0.23% 97
2016
Q2 		$454K Hold
18,345
– – 0.23% 101
2016
Q1 		$546K Sell
18,345
-9,975
-35% -$302K 0.28% 88
2015
Q4 		$1.04M Sell
28,320
-1,525
-5% -$60.4K 0.54% 58
2015
Q3 		$1.16M Buy
29,845
+2,770
+10% +$122K 0.64% 46
2015
Q2 		$1.26M Hold
27,075
– – 0.6% 48
2015
Q1 		$1.17M Buy
+27,075
New +$1.14M 0.55% 51

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BKS Advisors's VOYA Position: Q1 2019 in Review

BKS Advisors reduced its Voya Financial (VOYA) stake by 7.6% in Q1 2019, selling an estimated $21.6K and leaving 5,550 shares worth $277K. The position accounts for 0.11% of the portfolio, ranked #173.

BKS Advisors first reported a position in VOYA in Q1 2015 and has held it in 17 quarters since. The position peaked at $1.26M in Q2 2015. 395 funds tracked by Wall St. Rank hold VOYA as of Q1 2019.

  • BKS Advisors held 5,550 shares of Voya Financial worth $277K as of Q1 2019.
  • BKS Advisors sold 455 Voya Financial shares in Q1 2019, an estimated $21.6K.
  • Voya Financial made up 0.11% of BKS Advisors's portfolio in Q1 2019, its #173 holding.
  • BKS Advisors first reported a position in Voya Financial in Q1 2015 and has held it in 17 quarters since.
  • BKS Advisors's Voya Financial position peaked at $1.26M in Q2 2015.
  • 395 funds tracked by Wall St. Rank held Voya Financial as of Q1 2019.

Based on BKS Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.