Shamrock Asset Management’s Voya Financial VOYA Stock Holding History

Shamrock Asset 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
2017 Q2	–	Sell	-460	Closed	-$17K	–	302
2017 Q1	$17K	Sell	460 -48	-9%	-$1.93K	0.01%	212
2016 Q4	$20K	Hold	508	–	–	0.01%	190
2016 Q3	$15K	Hold	508	–	–	0.01%	212
2016 Q2	$13K	Hold	508	–	–	0.01%	220
2016 Q1	$15K	Sell	508 -241	-32%	-$7.29K	0.01%	195
2015 Q4	$28K	Hold	749	–	–	0.02%	183
2015 Q3	$29K	Hold	749	–	–	0.02%	163
2015 Q2	$35K	Hold	749	–	–	0.02%	144
2015 Q1	$32K	Buy	+749	New	+$31.5K	0.01%	171

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Shamrock Asset Management's VOYA Position: Q2 2017 in Review

Shamrock Asset Management sold out of Voya Financial (VOYA) in Q2 2017, closing a stake of 460 shares — an estimated $17K sold.

Shamrock Asset Management first reported a position in VOYA in Q1 2015 and held it in 9 quarters. The position peaked at $35K in Q2 2015. 341 funds tracked by Wall St. Rank hold VOYA as of Q2 2017.

Shamrock Asset Management reported no remaining Voya Financial position as of Q2 2017 after selling out during the quarter.
Shamrock Asset Management sold 460 Voya Financial shares in Q2 2017, an estimated $17K.
Shamrock Asset Management first reported a position in Voya Financial in Q1 2015 and held it in 9 quarters.
Shamrock Asset Management's Voya Financial position peaked at $35K in Q2 2015.
341 funds tracked by Wall St. Rank held Voya Financial as of Q2 2017.

Based on Shamrock Asset Management's 13F filing for Q2 2017, filed 14 Aug 2017.