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Kiley Juergens Wealth Management’s Voya Financial VOYA Stock Holding History

Kiley Juergens 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
2018
Q4 		– Sell
-150
Closed -$7K – 641
2018
Q3 		$7K Hold
150
– – 0.01% 507
2018
Q2 		$7K Buy
+150
New +$7.76K 0.01% 464
2018
Q1 		– Sell
-150
Closed -$7K – 597
2017
Q4 		$7K Buy
+150
New +$6.45K 0.01% 514

Other funds holding VOYA

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kiley Juergens Wealth Management's VOYA Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Voya Financial (VOYA) in Q4 2018, closing a stake of 150 shares — an estimated $7K sold.

Kiley Juergens Wealth Management first reported a position in VOYA in Q4 2017 and held it in 3 quarters. The position peaked at $7K in Q3 2018. 389 funds tracked by Wall St. Rank hold VOYA as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Voya Financial position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 150 Voya Financial shares in Q4 2018, an estimated $7K.
  • Kiley Juergens Wealth Management first reported a position in Voya Financial in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Voya Financial position peaked at $7K in Q3 2018.
  • 389 funds tracked by Wall St. Rank held Voya Financial as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.