Geneva Advisors’s Voya Financial VOYA Stock Holding History

Geneva 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
2013 Q4	–	Sell	-15,000	Closed	-$438K	–	595
2013 Q3	$438K	Sell	15,000 -5,400	-26%	-$161K	0.01%	355
2013 Q2	$552K	Buy	+20,400	New	+$524K	0.01%	276

Other funds holding VOYA

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RCI

RRJ Capital II Grand Cayman, Cayman Islands $38.8M AUM 0.84% 1-Year Est. Return

LCG

Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geneva Advisors's VOYA Position: Q4 2013 in Review

Geneva Advisors sold out of Voya Financial (VOYA) in Q4 2013, closing a stake of 15,000 shares — an estimated $438K sold.

Geneva Advisors first reported a position in VOYA in Q2 2013 and held it in 2 quarters. The position peaked at $552K in Q2 2013. 172 funds tracked by Wall St. Rank hold VOYA as of Q4 2013.

Geneva Advisors reported no remaining Voya Financial position as of Q4 2013 after selling out during the quarter.
Geneva Advisors sold 15,000 Voya Financial shares in Q4 2013, an estimated $438K.
Geneva Advisors first reported a position in Voya Financial in Q2 2013 and held it in 2 quarters.
Geneva Advisors's Voya Financial position peaked at $552K in Q2 2013.
172 funds tracked by Wall St. Rank held Voya Financial as of Q4 2013.

Based on Geneva Advisors's 13F filing for Q4 2013, filed 4 Feb 2014.