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Bernicke Wealth Management’s Vodafone VOD Stock Holding History

Bernicke 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
2015
Q1 		– Sell
-23,611
Closed -$807K – 48
2014
Q4 		$807K Buy
+23,611
New +$796K 0.79% 37

Other funds holding VOD

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Bernicke Wealth Management's VOD Position: Q1 2015 in Review

Bernicke Wealth Management sold out of Vodafone (VOD) in Q1 2015, closing a stake of 23,611 shares — an estimated $807K sold.

Bernicke Wealth Management first reported a position in VOD in Q4 2014 and held it in 1 quarter. The position peaked at $807K in Q4 2014. 611 funds tracked by Wall St. Rank hold VOD as of Q1 2015.

  • Bernicke Wealth Management reported no remaining Vodafone position as of Q1 2015 after selling out during the quarter.
  • Bernicke Wealth Management sold 23,611 Vodafone shares in Q1 2015, an estimated $807K.
  • Bernicke Wealth Management first reported a position in Vodafone in Q4 2014 and held it in 1 quarter.
  • Bernicke Wealth Management's Vodafone position peaked at $807K in Q4 2014.
  • 611 funds tracked by Wall St. Rank held Vodafone as of Q1 2015.

Based on Bernicke Wealth Management's 13F filing for Q1 2015, filed 15 May 2015.