Burt Wealth Advisors’s Vodafone VOD Stock Holding History

Burt Wealth Advisors’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
2018 Q3	–	Sell	-1,061	Closed	-$26K	–	399
2018 Q2	$26K	Hold	1,061	–	–	0.01%	228
2018 Q1	$30K	Hold	1,061	–	–	0.02%	226
2017 Q4	$34K	Hold	1,061	–	–	0.02%	209
2017 Q3	$30K	Hold	1,061	–	–	0.02%	214
2017 Q2	$30K	Hold	1,061	–	–	0.02%	228
2017 Q1	$28K	Hold	1,061	–	–	0.02%	207
2016 Q4	$26K	Hold	1,061	–	–	0.02%	215
2016 Q3	$30K	Hold	1,061	–	–	0.03%	189
2016 Q2	$32K	Hold	1,061	–	–	0.04%	184
2016 Q1	$34K	Sell	1,061 -492	-32%	-$15.3K	0.03%	198
2015 Q4	$50K	Buy	1,553 +492	+46%	+$16.1K	0.04%	150
2015 Q3	$33K	Hold	1,061	–	–	0.04%	155
2015 Q2	$39K	Hold	1,061	–	–	0.04%	159
2015 Q1	$35K	Hold	1,061	–	–	0.04%	157
2014 Q4	$36K	Buy	+1,061	New	+$35.8K	0.04%	154

Other funds holding VOD

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Burt Wealth Advisors's VOD Position: Q3 2018 in Review

Burt Wealth Advisors sold out of Vodafone (VOD) in Q3 2018, closing a stake of 1,061 shares — an estimated $26K sold.

Burt Wealth Advisors first reported a position in VOD in Q4 2014 and held it in 15 quarters. The position peaked at $50K in Q4 2015. 662 funds tracked by Wall St. Rank hold VOD as of Q3 2018.

Burt Wealth Advisors reported no remaining Vodafone position as of Q3 2018 after selling out during the quarter.
Burt Wealth Advisors sold 1,061 Vodafone shares in Q3 2018, an estimated $26K.
Burt Wealth Advisors first reported a position in Vodafone in Q4 2014 and held it in 15 quarters.
Burt Wealth Advisors's Vodafone position peaked at $50K in Q4 2015.
662 funds tracked by Wall St. Rank held Vodafone as of Q3 2018.

Based on Burt Wealth Advisors's 13F filing for Q3 2018, filed 30 Oct 2018.