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Evercore Wealth Management’s Voya Financial VOYA Stock Holding History

Evercore Wealth Management’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
-1,121
Closed -$32K – 1098
2016
Q3 		$32K Sell
1,121
-163
-13% -$4.45K ﹤0.01% 697
2016
Q2 		$32K Buy
1,284
+163
+15% +$4.99K ﹤0.01% 676
2016
Q1 		$33K Buy
+1,121
New +$33.9K ﹤0.01% 642

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 $30.8B AUM 11.29% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 $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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Evercore Wealth Management's VOYA Position: Q4 2016 in Review

Evercore Wealth Management sold out of Voya Financial (VOYA) in Q4 2016, closing a stake of 1,121 shares — an estimated $32K sold.

Evercore Wealth Management first reported a position in VOYA in Q1 2016 and held it in 3 quarters. The position peaked at $33K in Q1 2016. 351 funds tracked by Wall St. Rank hold VOYA as of Q4 2016.

  • Evercore Wealth Management reported no remaining Voya Financial position as of Q4 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 1,121 Voya Financial shares in Q4 2016, an estimated $32K.
  • Evercore Wealth Management first reported a position in Voya Financial in Q1 2016 and held it in 3 quarters.
  • Evercore Wealth Management's Voya Financial position peaked at $33K in Q1 2016.
  • 351 funds tracked by Wall St. Rank held Voya Financial as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.