Bloom Tree Partners’s Voya Financial VOYA Stock Holding History

Bloom Tree Partners’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
2016 Q4	–	Sell	-1,110,793	Closed	-$32M	–	40
2016 Q3	$32M	Sell	1,110,793 -370,439	-25%	-$10.1M	2.48%	21
2016 Q2	$36.7M	Buy	1,481,232 +560,976	+61%	+$17.2M	2.77%	17
2016 Q1	$27.4M	Buy	+920,256	New	+$27.8M	2.48%	20
2015 Q3	–	Sell	-639,661	Closed	-$29.7M	–	32
2015 Q2	$29.7M	Sell	639,661 -194,738	-23%	-$8.77M	2.69%	20
2015 Q1	$36M	Sell	834,399 -4,551	-0.5%	-$192K	3.9%	11
2014 Q4	$35.6M	Sell	838,950 -78,118	-9%	-$3.12M	5.32%	7
2014 Q3	$35.9M	Sell	917,068 -22,188	-2%	-$842K	4.7%	4
2014 Q2	$34.1M	Buy	939,256 +708,604	+307%	+$25.3M	4%	12
2014 Q1	$8.37M	Buy	+230,652	New	+$8.18M	1.26%	23

Other funds holding VOYA

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Bloom Tree Partners's VOYA Position: Q4 2016 in Review

Bloom Tree Partners sold out of Voya Financial (VOYA) in Q4 2016, closing a stake of 1,110,793 shares — an estimated $32M sold.

Bloom Tree Partners first reported a position in VOYA in Q1 2014 and held it in 9 quarters. The position peaked at $36.7M in Q2 2016. 351 funds tracked by Wall St. Rank hold VOYA as of Q4 2016.

Bloom Tree Partners reported no remaining Voya Financial position as of Q4 2016 after selling out during the quarter.
Bloom Tree Partners sold 1,110,793 Voya Financial shares in Q4 2016, an estimated $32M.
Bloom Tree Partners first reported a position in Voya Financial in Q1 2014 and held it in 9 quarters.
Bloom Tree Partners's Voya Financial position peaked at $36.7M in Q2 2016.
351 funds tracked by Wall St. Rank held Voya Financial as of Q4 2016.

Based on Bloom Tree Partners's 13F filing for Q4 2016, filed 13 Feb 2017.