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Evanston Advisors’s Voya Financial VOYA Stock Holding History

Evanston 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
Q4 		– Sell
-210,146
Closed -$6.06M – 60
2016
Q3 		$6.06M Buy
210,146
+22,633
+12% +$618K 1.9% 28
2016
Q2 		$4.64M Buy
187,513
+14,724
+9% +$450K 1.51% 36
2016
Q1 		$5.14M Buy
172,789
+23,023
+15% +$697K 1.69% 35
2015
Q4 		$5.53M Buy
149,766
+8,126
+6% +$322K 1.93% 32
2015
Q3 		$5.49M Buy
141,640
+5,502
+4% +$242K 1.82% 31
2015
Q2 		$6.33M Buy
+136,138
New +$6.13M 2.07% 10

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Evanston Advisors's VOYA Position: Q4 2016 in Review

Evanston Advisors sold out of Voya Financial (VOYA) in Q4 2016, closing a stake of 210,146 shares — an estimated $6.06M sold.

Evanston Advisors first reported a position in VOYA in Q2 2015 and held it in 6 quarters. The position peaked at $6.33M in Q2 2015. 351 funds tracked by Wall St. Rank hold VOYA as of Q4 2016.

  • Evanston Advisors reported no remaining Voya Financial position as of Q4 2016 after selling out during the quarter.
  • Evanston Advisors sold 210,146 Voya Financial shares in Q4 2016, an estimated $6.06M.
  • Evanston Advisors first reported a position in Voya Financial in Q2 2015 and held it in 6 quarters.
  • Evanston Advisors's Voya Financial position peaked at $6.33M in Q2 2015.
  • 351 funds tracked by Wall St. Rank held Voya Financial as of Q4 2016.

Based on Evanston Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.