TrueWealth LLC’s Voya Financial VOYA Stock Holding History

TrueWealth LLC’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 Q1	–	Sell	-168	Closed	-$8K	–	920
2017 Q4	$8K	Buy	+168	New	+$7.22K	﹤0.01%	563

Other funds holding VOYA

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

TrueWealth LLC's VOYA Position: Q1 2018 in Review

TrueWealth LLC sold out of Voya Financial (VOYA) in Q1 2018, closing a stake of 168 shares — an estimated $8K sold.

TrueWealth LLC first reported a position in VOYA in Q4 2017 and held it in 1 quarter. The position peaked at $8K in Q4 2017. 382 funds tracked by Wall St. Rank hold VOYA as of Q1 2018.

TrueWealth LLC reported no remaining Voya Financial position as of Q1 2018 after selling out during the quarter.
TrueWealth LLC sold 168 Voya Financial shares in Q1 2018, an estimated $8K.
TrueWealth LLC first reported a position in Voya Financial in Q4 2017 and held it in 1 quarter.
TrueWealth LLC's Voya Financial position peaked at $8K in Q4 2017.
382 funds tracked by Wall St. Rank held Voya Financial as of Q1 2018.

Based on TrueWealth LLC's 13F filing for Q1 2018, filed 30 Apr 2018.