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BigSur Wealth Management’s Vodafone VOD Stock Holding History

BigSur 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
2017
Q4 		– Sell
-8,550
Closed -$243K – 99
2017
Q3 		$243K Hold
8,550
– – 0.24% 80
2017
Q2 		$256K Hold
8,550
– – 0.26% 76
2017
Q1 		$230K Hold
8,550
– – 0.25% 76
2016
Q4 		$209K Buy
+8,550
New +$225K 0.28% 73

Other funds holding VOD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BigSur Wealth Management's VOD Position: Q4 2017 in Review

BigSur Wealth Management sold out of Vodafone (VOD) in Q4 2017, closing a stake of 8,550 shares — an estimated $243K sold.

BigSur Wealth Management first reported a position in VOD in Q4 2016 and held it in 4 quarters. The position peaked at $256K in Q2 2017. 708 funds tracked by Wall St. Rank hold VOD as of Q4 2017.

  • BigSur Wealth Management reported no remaining Vodafone position as of Q4 2017 after selling out during the quarter.
  • BigSur Wealth Management sold 8,550 Vodafone shares in Q4 2017, an estimated $243K.
  • BigSur Wealth Management first reported a position in Vodafone in Q4 2016 and held it in 4 quarters.
  • BigSur Wealth Management's Vodafone position peaked at $256K in Q2 2017.
  • 708 funds tracked by Wall St. Rank held Vodafone as of Q4 2017.

Based on BigSur Wealth Management's 13F filing for Q4 2017, filed 1 Feb 2018.