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Edmond de Rothschild Holding’s Voya Financial VOYA Stock Holding History

Edmond de Rothschild Holding’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
-219,754
Closed -$8.11M – 865
2015
Q4 		$8.11M Buy
219,754
+21,260
+11% +$842K 0.22% 113
2015
Q3 		$7.7M Buy
198,494
+7,196
+4% +$316K 0.19% 116
2015
Q2 		$8.89M Buy
+191,298
New +$8.62M 0.19% 110

Other funds holding VOYA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Edmond de Rothschild Holding's VOYA Position: Q1 2016 in Review

Edmond de Rothschild Holding sold out of Voya Financial (VOYA) in Q1 2016, closing a stake of 219,754 shares — an estimated $8.11M sold.

Edmond de Rothschild Holding first reported a position in VOYA in Q2 2015 and held it in 3 quarters. The position peaked at $8.89M in Q2 2015. 353 funds tracked by Wall St. Rank hold VOYA as of Q1 2016.

  • Edmond de Rothschild Holding reported no remaining Voya Financial position as of Q1 2016 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 219,754 Voya Financial shares in Q1 2016, an estimated $8.11M.
  • Edmond de Rothschild Holding first reported a position in Voya Financial in Q2 2015 and held it in 3 quarters.
  • Edmond de Rothschild Holding's Voya Financial position peaked at $8.89M in Q2 2015.
  • 353 funds tracked by Wall St. Rank held Voya Financial as of Q1 2016.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2016, filed 12 May 2016.