BRWA
VOX icon

B. Riley Wealth Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

B. Riley Wealth 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
2016
Q4 		– Sell
-20,357
Closed -$1.92M – 644
2016
Q3 		$1.92M Sell
20,357
-943
-4% -$91.5K 0.38% 58
2016
Q2 		$2.1M Buy
21,300
+959
+5% +$89K 0.42% 53
2016
Q1 		$1.89M Sell
20,341
-25
-0.1% -$2.15K 0.44% 56
2015
Q4 		$1.71M Buy
20,366
+41
+0.2% +$3.44K 0.35% 73
2015
Q3 		$1.6M Buy
20,325
+278
+1% +$23.5K 0.38% 57
2015
Q2 		$1.74M Sell
20,047
-1,055
-5% -$93.3K 0.43% 49
2015
Q1 		$1.82M Buy
21,102
+2,810
+15% +$244K 0.44% 46
2014
Q4 		$1.55K Sell
18,292
-274
-1% -$23.8K 0.03% 623
2014
Q3 		$1.62M Sell
18,566
-16,459
-47% -$1.45M 0.42% 46
2014
Q2 		$1.55M Buy
35,025
+17,563
+101% +$1.51M 0.36% 46
2014
Q1 		$1.49M Buy
17,462
+2,600
+17% +$213K 0.45% 39
2013
Q4 		$1.24M Buy
14,862
+722
+5% +$60.6K 0.4% 52
2013
Q3 		$1.14M Buy
14,140
+3,000
+27% +$243K 0.39% 56
2013
Q2 		$879K Buy
+11,140
New +$875K 0.3% 70

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

B. Riley Wealth Advisors's VOX Position: Q4 2016 in Review

B. Riley Wealth Advisors sold out of Vanguard Communication Services ETF (VOX) in Q4 2016, closing a stake of 20,357 shares — an estimated $1.92M sold.

B. Riley Wealth Advisors first reported a position in VOX in Q2 2013 and held it in 14 quarters. The position peaked at $2.1M in Q2 2016. 151 funds tracked by Wall St. Rank hold VOX as of Q4 2016.

  • B. Riley Wealth Advisors reported no remaining Vanguard Communication Services ETF position as of Q4 2016 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 20,357 Vanguard Communication Services ETF shares in Q4 2016, an estimated $1.92M.
  • B. Riley Wealth Advisors first reported a position in Vanguard Communication Services ETF in Q2 2013 and held it in 14 quarters.
  • B. Riley Wealth Advisors's Vanguard Communication Services ETF position peaked at $2.1M in Q2 2016.
  • 151 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2016.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.