AR
VG

Advisory Research’s Vonage Holdings Corporation VG Stock Holding History

Advisory Research’s Portfolio VG Stock Details VG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-73,440
Closed -$464K – 483
2017
Q1 		$464K Sell
73,440
-291,283
-80% -$1.94M 0.01% 362
2016
Q4 		$2.5M Buy
+364,723
New +$2.41M 0.04% 189

Other funds holding VG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Advisory Research's VG Position: Q2 2017 in Review

Advisory Research sold out of Vonage Holdings Corporation (VG) in Q2 2017, closing a stake of 73,440 shares — an estimated $464K sold.

Advisory Research first reported a position in VG in Q4 2016 and held it in 2 quarters. The position peaked at $2.5M in Q4 2016. 195 funds tracked by Wall St. Rank hold VG as of Q2 2017.

  • Advisory Research reported no remaining Vonage Holdings Corporation position as of Q2 2017 after selling out during the quarter.
  • Advisory Research sold 73,440 Vonage Holdings Corporation shares in Q2 2017, an estimated $464K.
  • Advisory Research first reported a position in Vonage Holdings Corporation in Q4 2016 and held it in 2 quarters.
  • Advisory Research's Vonage Holdings Corporation position peaked at $2.5M in Q4 2016.
  • 195 funds tracked by Wall St. Rank held Vonage Holdings Corporation as of Q2 2017.

Based on Advisory Research's 13F filing for Q2 2017, filed 14 Aug 2017.