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Bar Harbor Wealth Management’s Vodafone VOD Stock Holding History

Bar Harbor Wealth Management’s Portfolio VOD Stock Details VOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-6,684
Closed -$207K – 348
2016
Q2 		$207K Buy
+6,684
New +$217K 0.02% 307

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Bar Harbor Wealth Management's VOD Position: Q3 2016 in Review

Bar Harbor Wealth Management sold out of Vodafone (VOD) in Q3 2016, closing a stake of 6,684 shares — an estimated $207K sold.

Bar Harbor Wealth Management first reported a position in VOD in Q2 2016 and held it in 1 quarter. The position peaked at $207K in Q2 2016. 616 funds tracked by Wall St. Rank hold VOD as of Q3 2016.

  • Bar Harbor Wealth Management reported no remaining Vodafone position as of Q3 2016 after selling out during the quarter.
  • Bar Harbor Wealth Management sold 6,684 Vodafone shares in Q3 2016, an estimated $207K.
  • Bar Harbor Wealth Management first reported a position in Vodafone in Q2 2016 and held it in 1 quarter.
  • Bar Harbor Wealth Management's Vodafone position peaked at $207K in Q2 2016.
  • 616 funds tracked by Wall St. Rank held Vodafone as of Q3 2016.

Based on Bar Harbor Wealth Management's 13F filing for Q3 2016, filed 14 Oct 2016.