James Investment Research’s Voya Financial VOYA Stock Holding History

James Investment Research’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
2019 Q2	–	Sell	-13,690	Closed	-$684K	–	800
2019 Q1	$684K	Sell	13,690 -12,520	-48%	-$594K	0.04%	337
2018 Q4	$1.05M	Sell	26,210 -15,500	-37%	-$688K	0.07%	322
2018 Q3	$2.07M	Buy	+41,710	New	+$2.06M	0.09%	367

Other funds holding VOYA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

James Investment Research's VOYA Position: Q2 2019 in Review

James Investment Research sold out of Voya Financial (VOYA) in Q2 2019, closing a stake of 13,690 shares — an estimated $684K sold.

James Investment Research first reported a position in VOYA in Q3 2018 and held it in 3 quarters. The position peaked at $2.07M in Q3 2018. 396 funds tracked by Wall St. Rank hold VOYA as of Q2 2019.

James Investment Research reported no remaining Voya Financial position as of Q2 2019 after selling out during the quarter.
James Investment Research sold 13,690 Voya Financial shares in Q2 2019, an estimated $684K.
James Investment Research first reported a position in Voya Financial in Q3 2018 and held it in 3 quarters.
James Investment Research's Voya Financial position peaked at $2.07M in Q3 2018.
396 funds tracked by Wall St. Rank held Voya Financial as of Q2 2019.

Based on James Investment Research's 13F filing for Q2 2019, filed 24 Jul 2019.