Burt Wealth Advisors’s Voya Financial VOYA Stock Holding History

Burt Wealth 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
2016 Q1	–	Sell	-290	Closed	-$10K	–	722
2015 Q4	$10K	Buy	+290	New	+$11.5K	0.01%	276

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

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

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

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

BIT

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Burt Wealth Advisors's VOYA Position: Q1 2016 in Review

Burt Wealth Advisors sold out of Voya Financial (VOYA) in Q1 2016, closing a stake of 290 shares — an estimated $10K sold.

Burt Wealth Advisors first reported a position in VOYA in Q4 2015 and held it in 1 quarter. The position peaked at $10K in Q4 2015. 353 funds tracked by Wall St. Rank hold VOYA as of Q1 2016.

Burt Wealth Advisors reported no remaining Voya Financial position as of Q1 2016 after selling out during the quarter.
Burt Wealth Advisors sold 290 Voya Financial shares in Q1 2016, an estimated $10K.
Burt Wealth Advisors first reported a position in Voya Financial in Q4 2015 and held it in 1 quarter.
Burt Wealth Advisors's Voya Financial position peaked at $10K in Q4 2015.
353 funds tracked by Wall St. Rank held Voya Financial as of Q1 2016.

Based on Burt Wealth Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.