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Bruderman Asset Management’s Vanguard Communication Services ETF VOX Stock Holding History

Bruderman Asset Management’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
-14,652
Closed -$1.38M – 392
2016
Q3 		$1.38M Buy
14,652
+2,710
+23% +$263K 0.41% 55
2016
Q2 		$1.18M Buy
+11,942
New +$1.11M 0.37% 56

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

Bruderman Asset Management's VOX Position: Q4 2016 in Review

Bruderman Asset Management sold out of Vanguard Communication Services ETF (VOX) in Q4 2016, closing a stake of 14,652 shares — an estimated $1.38M sold.

Bruderman Asset Management first reported a position in VOX in Q2 2016 and held it in 2 quarters. The position peaked at $1.38M in Q3 2016. 151 funds tracked by Wall St. Rank hold VOX as of Q4 2016.

  • Bruderman Asset Management reported no remaining Vanguard Communication Services ETF position as of Q4 2016 after selling out during the quarter.
  • Bruderman Asset Management sold 14,652 Vanguard Communication Services ETF shares in Q4 2016, an estimated $1.38M.
  • Bruderman Asset Management first reported a position in Vanguard Communication Services ETF in Q2 2016 and held it in 2 quarters.
  • Bruderman Asset Management's Vanguard Communication Services ETF position peaked at $1.38M in Q3 2016.
  • 151 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2016.

Based on Bruderman Asset Management's 13F filing for Q4 2016, filed 13 Feb 2017.