JOYN Advisors’s Voya Financial VOYA Stock Holding History

JOYN 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
2018 Q4	–	Sell	-192	Closed	-$10K	–	1882
2018 Q3	$10K	Sell	192 -1,137	-86%	-$56.2K	﹤0.01%	973
2018 Q2	$62K	Sell	1,329 -6,014	-82%	-$311K	0.01%	339
2018 Q1	$371K	Buy	+7,343	New	+$379K	0.08%	84

Other funds holding VOYA

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

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

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

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

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

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

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

JOYN Advisors's VOYA Position: Q4 2018 in Review

JOYN Advisors sold out of Voya Financial (VOYA) in Q4 2018, closing a stake of 192 shares — an estimated $10K sold.

JOYN Advisors first reported a position in VOYA in Q1 2018 and held it in 3 quarters. The position peaked at $371K in Q1 2018. 389 funds tracked by Wall St. Rank hold VOYA as of Q4 2018.

JOYN Advisors reported no remaining Voya Financial position as of Q4 2018 after selling out during the quarter.
JOYN Advisors sold 192 Voya Financial shares in Q4 2018, an estimated $10K.
JOYN Advisors first reported a position in Voya Financial in Q1 2018 and held it in 3 quarters.
JOYN Advisors's Voya Financial position peaked at $371K in Q1 2018.
389 funds tracked by Wall St. Rank held Voya Financial as of Q4 2018.

Based on JOYN Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.