BSWMG
VOD icon

Barrington Strategic Wealth Management Group’s Vodafone VOD Stock Holding History

Barrington Strategic Wealth Management Group’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
2017
Q3 		$2.01M Sell
70,667
-260
-0.4% -$7.52K 1.01% 25
2017
Q2 		$2.04M Buy
70,927
+32,597
+85% +$907K 1.04% 25
2017
Q1 		$1.01M Buy
38,330
+5,516
+17% +$141K 0.53% 55
2016
Q4 		$802K Sell
32,814
-7,023
-18% -$185K 0.43% 64
2016
Q3 		$1.16M Buy
39,837
+234
+0.6% +$7.13K 0.65% 44
2016
Q2 		$1.22M Sell
39,603
-268
-0.7% -$8.7K 0.7% 42
2016
Q1 		$1.28M Sell
39,871
-896
-2% -$27.9K 0.74% 36
2015
Q4 		$1.31M Sell
40,767
-2,424
-6% -$79.1K 0.77% 38
2015
Q3 		$1.37M Sell
43,191
-456
-1% -$16.2K 0.87% 37
2015
Q2 		$1.59M Sell
43,647
-201
-0.5% -$7.24K 0.96% 33
2015
Q1 		$1.43M Buy
43,848
+408
+0.9% +$14K 0.88% 39
2014
Q4 		$1.48M Sell
43,440
-374
-0.9% -$12.6K 0.95% 33
2014
Q3 		$1.44M Sell
43,814
-707
-2% -$23.6K 0.93% 32
2014
Q2 		$1.49M Buy
44,521
+7,148
+19% +$253K 0.95% 35
2014
Q1 		$1.38M Sell
37,373
-28,552
-43% -$1.1M 0.9% 37
2013
Q4 		$2.64M Buy
65,925
+1,148
+2% +$43.2K 1.76% 9
2013
Q3 		$2.32M Buy
64,777
+1,873
+3% +$59.2K 2.06% 12
2013
Q2 		$1.84M Buy
+62,904
New +$1.88M 1.51% 15

Other funds holding VOD

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Barrington Strategic Wealth Management Group's VOD Position: Q3 2017 in Review

Barrington Strategic Wealth Management Group reduced its Vodafone (VOD) stake by 0.37% in Q3 2017, selling an estimated $7.52K and leaving 70,667 shares worth $2.01M. The position accounts for 1.01% of the portfolio, ranked #25.

Barrington Strategic Wealth Management Group first reported a position in VOD in Q2 2013 and has held it in 18 quarters since. The position peaked at $2.64M in Q4 2013. 631 funds tracked by Wall St. Rank hold VOD as of Q3 2017.

  • Barrington Strategic Wealth Management Group held 70,667 shares of Vodafone worth $2.01M as of Q3 2017.
  • Barrington Strategic Wealth Management Group sold 260 Vodafone shares in Q3 2017, an estimated $7.52K.
  • Vodafone made up 1.01% of Barrington Strategic Wealth Management Group's portfolio in Q3 2017, its #25 holding.
  • Barrington Strategic Wealth Management Group first reported a position in Vodafone in Q2 2013 and has held it in 18 quarters since.
  • Barrington Strategic Wealth Management Group's Vodafone position peaked at $2.64M in Q4 2013.
  • 631 funds tracked by Wall St. Rank held Vodafone as of Q3 2017.

Based on Barrington Strategic Wealth Management Group's 13F filing for Q3 2017, filed 31 Oct 2017.