Citizens Business Bank’s Voya Financial VOYA Stock Holding History

Citizens Business Bank’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
2018 Q1	–	Sell	-5,300	Closed	-$262K	–	285
2017 Q4	$262K	Hold	5,300	–	–	0.04%	255
2017 Q3	$211K	Buy	+5,300	New	+$203K	0.04%	268
2017 Q2	–	Sell	-5,400	Closed	-$205K	–	294
2017 Q1	$205K	Sell	5,400 -4,900	-48%	-$197K	0.03%	262
2016 Q4	$404K	Sell	10,300 -7,900	-43%	-$278K	0.07%	221
2016 Q3	$525K	Buy	18,200 +3,600	+25%	+$98.4K	0.1%	202
2016 Q2	$361K	Buy	14,600 +1,400	+11%	+$42.8K	0.07%	220
2016 Q1	$393K	Hold	13,200	–	–	0.07%	211
2015 Q4	$487K	Hold	13,200	–	–	0.09%	191
2015 Q3	$512K	Hold	13,200	–	–	0.1%	199
2015 Q2	$613K	Hold	13,200	–	–	0.11%	193
2015 Q1	$569K	Hold	13,200	–	–	0.1%	197
2014 Q4	$559K	Hold	13,200	–	–	0.1%	203
2014 Q3	$516K	Sell	13,200 -500	-4%	-$19K	0.1%	214
2014 Q2	$498K	Buy	+13,700	New	+$490K	0.1%	213

Other funds holding VOYA

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Citizens Business Bank's VOYA Position: Q1 2018 in Review

Citizens Business Bank sold out of Voya Financial (VOYA) in Q1 2018, closing a stake of 5,300 shares — an estimated $262K sold.

Citizens Business Bank first reported a position in VOYA in Q2 2014 and held it in 14 quarters. The position peaked at $613K in Q2 2015. 382 funds tracked by Wall St. Rank hold VOYA as of Q1 2018.

Citizens Business Bank reported no remaining Voya Financial position as of Q1 2018 after selling out during the quarter.
Citizens Business Bank sold 5,300 Voya Financial shares in Q1 2018, an estimated $262K.
Citizens Business Bank first reported a position in Voya Financial in Q2 2014 and held it in 14 quarters.
Citizens Business Bank's Voya Financial position peaked at $613K in Q2 2015.
382 funds tracked by Wall St. Rank held Voya Financial as of Q1 2018.

Based on Citizens Business Bank's 13F filing for Q1 2018, filed 18 Nov 2022.