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Apriem Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

Apriem Advisors’s Portfolio VOX Stock Details VOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-50
Closed -$5K – 730
2016
Q4 		$5K Sell
50
-22
-31% -$2.07K ﹤0.01% 511
2016
Q3 		$7K Buy
+72
New +$6.99K ﹤0.01% 434

Other funds holding VOX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

Apriem Advisors's VOX Position: Q1 2017 in Review

Apriem Advisors sold out of Vanguard Communication Services ETF (VOX) in Q1 2017, closing a stake of 50 shares — an estimated $5K sold.

Apriem Advisors first reported a position in VOX in Q3 2016 and held it in 2 quarters. The position peaked at $7K in Q3 2016. 155 funds tracked by Wall St. Rank hold VOX as of Q1 2017.

  • Apriem Advisors reported no remaining Vanguard Communication Services ETF position as of Q1 2017 after selling out during the quarter.
  • Apriem Advisors sold 50 Vanguard Communication Services ETF shares in Q1 2017, an estimated $5K.
  • Apriem Advisors first reported a position in Vanguard Communication Services ETF in Q3 2016 and held it in 2 quarters.
  • Apriem Advisors's Vanguard Communication Services ETF position peaked at $7K in Q3 2016.
  • 155 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2017.

Based on Apriem Advisors's 13F filing for Q1 2017, filed 15 May 2017.